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07.27.2023 - Client Spending

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How to Track Client Spending
Presented by Carrie Jones, CFP, Delegated Planning
Carrie Jones

You are not a financial proctologist BUT you need to have accurate expenses to have accurate projections. Unfortunately, many clients struggle to track their spending. As a result, quantifying their spending can be challenging if you don't have the right tools and process.

Please join planning guru Carrie Jones when she uses eMoney to show you how you can assist clients to better track their spending AND how you can confirm general spending numbers used in their financial plans.

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