Budgets are a fundamental tool of financial planning, yet some clients seem to scrape by without really understanding how much they have to spend, or what their expenses cost them. That makes it hard to gauge how much they need to save for the future, and what they’re capable of putting away for a rainy day.
Advisor to Client has everything you need to start a conversation about budgeting with your clients. We also have a planner that will help you organize your budget meetings, and worksheets focused on clients in a variety of life stages.
They’re all assembled here for you to plan, print and email with ease.