WEST REGION: Oregon and SW Washington Local Group - Integrating Cash Flow and Spending into Client I

West Region - Oregon and SW Washington Local Group Event
For local group members. To learn more and RSVP, visit the local group page.

Integrating Cash Flow and Spending into Client Investment Recommendations

Presenter: Emily Gowen, AFC® from PDX Money Coaching
Emily Gowen has been a Financial Coach for over a decade, and an Accredited Financial Counselor since 2018. She has worked one-on-one with over 500 individuals and families to help them confidently manage their money and cash-flow.

Program Summary
Many advisors shy away from helping a client create a household budget, or do it so infrequently that they may make some unintended missteps when trying to help their client. This program, from experienced financial coach Emily Gowen, will be a comprehensive overview of how to create a thorough and realistic budget with a client (or client family). The program will also review how to help a client implement a budget after it's been created.

Learning Objectives:

1. Help clients understand how much they can safely invest given their other life commitments, such as child summer camps, medical procedures, plans to visit family, etc.
2. After making investment recommendations to a client, learn how to communicate the impact of where they choose to invest (401K, IRA, SEP, etc) on their actual annual cash flow.
3. Learn what systems to recommend to clients for planning and tracking actual cashflow, based on their age, life complexity, whether they use credit cards, etc.