$199.99 USD

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Fee Based Financial Planning Phase 1

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 Location Phase of your meeting
  • How to navigate the story your client is in about money
  • How to have the meeting before you have the meeting
  • How to establish common ground every time
  • How to have a conversation, not an interrogation
  • The three most important words that will change your fact-finding life
  • You'll receive a Narratives Checklist that gives you endless prompts & topics to explore with your clients