This UNIQUE Debt Elimination Software empowers you to work one-on-one with your clients to help them define their life goals and priorities, customize a comprehensive financial plan that integrates their goals, incomes, expenses, debts, mortgages, insurance needs and investments to achieve what they deem important in their lives, things like:
- Get out of debt
- Become mortgage free
- Save for retirement
- Save for their children’s education
- And other goals they long to achieve
These goals and priorities are supported by a balanced budget and a detailed debt elimination and mortgage plan.
Acknowledging that life is not static, life events happens without warning and a windfall may appear suddenly; your clients will need to assess their situations and adjust their financial plans accordingly.
The Debt Elimination Software enables you:
- Access to your clients’ accounts in the Money Coach Client application, through a proxy (clients’ consent),
- Conduct an assessment of how these events impact your client’s cash flow positively or negatively
- Work with your clients to revise their goals and priorities,
- And re-customize their plans accordingly.
This is a SECRET weapon no other software on the market offers. This SECRET and STRATEGIES are yours – subscribe to this Software today. Get a One Month Test Drive Here — it’s free, it’s no-obligation.