Store this card for future purchases
Change payment method
Subscribe to our email list.
An account already exists with this email address. Is this you?
Fee Based Financial Planning Phase 2
Pay in 4-easy installments by checking out with PayPal.
Learn how to navigate your client's story about money and increase their profitability and quality of life.
What you'll get:
How to conduct the Expectation Phase of your meeting
How to analyze a Planning Shepherd Balance Sheet
How to use the tools Wes uses in live meetings with clients
How to build live growth charts (Live walkthrough included)
How to become a curator of great ideas
How to influence the way your clients think, act, and develop
How to differentiate between personal, liquid, and business assets on a balance sheet
How to help your clients develop a meaningful financial plan