How we can work together

Making Every Client Your Best Client

Is that even possible?

Wouldn't it be great if every client was our best or ideal client?

 

My mission at Being in Abundance, is to be of service.  I do that by helping our clients transform their lives around money by analyzing how they spend and save; whether they are creating a spending plan, negotiating a divorce, need to save for a home, improve their credit score or pay down debt.  As part of my process, I support clients in the identification  of patterns, their values,  WHY they engage in these financial behaviors (where they came from)  and the impact they are having on their current situation, as well as in the developments of strategies to change what their experience around money has been so far.  

 

As a CFP® and Financial Coach, I know how much time you spend helping your clients manage their day to day finances and choices in your work with them.  I also know that's not where you want to spend your time and it's most likely your least  favorite part of your day.   

YOU are my Most Valuable Asset

As a professional, YOU are seeking clients going through a divorce, needing tax advice, buying a home or clients restarting their life after a transition such as divorce, widowhood or a career transition.

As a Financial Coach, I help clients "find money", save towards their goals and partner with other professionals to create a plan for their future and so they may "invest" their newly found money wisely in your services.

When Would Partnering Makes Sense For Your Clients?     They ...

 

  • Can't tell you how much they spend on groceries, what they bought at AMAZON, and spend X at COSTCO in addition to grocery shopping and claim it's "saving them money"

  • Are making little to no contributions to their investment or retirement accounts

  • Are claiming to live paycheck to paycheck

  • Are taking premature or unplanned  withdrawals from their accounts

  • Are receiving additional income (tax refunds, stimulus money, inheritance, bonuses, raises) that are unaccounted for

  • Are taking on debt that keeps them from reaching their stated savings goals

  • Are going through a life transition

Benefits to Partnering together

 

  • Reduced expenses for  ALL my Clients = Increased savings

  • Increased savings  =  Increased money to spend on your services

  • Additional value you may add with clients by expanding services offered

  • Higher conversion and closing rates

  • More time for you to spend on what YOU do best, rather than convincing them on making changes to their spending

  • Increased client engagement and commitment to their future

  • Partner with another professional with a proven track record that you can trust

If you are interested in exploring how we may partner together, click the button below to schedule a 30 minute call