FPA Connect: Helping Clients Manage Their Budget In Real Life 2.0

Most clients need help with their budget, even high earners. Advisors need a realistic picture of how much clients spend to provide accurate financial planning analysis and recommendations. Without a clear budgeting philosophy, clients are at risk of not sticking with it and advisors are at risk of investing too much time in the weeds of budgeting with clients. In this webinar, Natalie Taylor will dive deeper and expand on the basics of these theories and share a budgeting approach that works for clients, in real life, not just on paper, that enables them to track spending without having to track every penny, giving clients the clarity they need and advisors the information they need to serve clients well.

Natalie Taylor is a Certified Financial Planner™️ and Behavioral Financial Advisor™️ who is focused on helping people build financial resilience and make great decisions with their money. Natalie launched her own financial planning firm, The Goodland Group, in 2020 where she and her team help mid-career tech professionals with young families and substantial equity compensation.

Free for members