This is a two-part session. I will provide updates and insights on how to use the website and future plans.
The second part will feature a sequel with Cash Flow Planning experts Melissa and Kevin. I've asked them to join us again to show how they build spending plans using their Excel-based program. In this session you’ll learn:
• The actual mechanics of how to use The Savvy Life’s Spending Plan tool.
• Strategies to help clients manage their intermittent expenses including a triage calendar.
• How to balance paying off debt for higher rates of success.
• Tactics for putting their plan into action in their daily lives