Spending Planner: Most people don’t track their money or their spending. This form helps people become aware of where their hard-earned dollars are going. By filling in this form your client will become aware of their money habits and how they tie into their financial goals. Keep in mind this is another area to display great empathy. No judgement here, just the facts. Work with your coach to help you master your way through this form with your client. An educated cline becomes a great lifetime client who will refer you.
