Wishing you all a happy Thanksgiving and a wonderful holiday weekend.
关于我们
The Savvy Life is a day-to-day financial education company. There are three different ways we work as an outside resource for financial advisors: ? Cash Flow Planning – Including training clients how to live within those spending plans. ? Speaking – Topics related to purposeful spending and purposeful living ? Webinars – Individual webinars and a webinar series Whether we are working one-on-one with a client or giving a presentation, our goal is to teach people how to find more money to build a strong financial foundation while they enjoy the journey. We work with clients of all different income levels and levels of financial success to help them create a plan for their day-to-day finances that captures as much of their surplus income as possible. We also help them to simplify what has often become a complex system of managing their day-to-day financial life from paying bills to purchasing groceries and clothes. What we can do for you: ? Individual Cash Flow Planning and implementation training increases client stickiness by providing an extra level of service. We concentrate on clients’ day-to-day financial issues, freeing the advisor to focus on the more long term goals and plans. ? Our educational webinars and speaking events are a value-add for existing clients and can serve as a gateway for adding new clients. Our goal when working with clients is to find more money for their long term goals. Increasing available funds for you to manage increases your AUM and resulting revenue. Why you should work with us: ? We have helped over 525 Cash Flow Planning Clients. ? We have conducted over 200 in-person Speaking Events. ? We have run over 200 Educational Webinars.
- 网站
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https://www.TheSavvyLife.com
The Savvy Life的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Redwood City，CA
- 类型
- 自有
- 创立
- 2004
- 领域
- Personal Finance Education、Cash Flow Planning和Personal Finance Coaching
地点
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主要
获取路线
US，CA，Redwood City，940622
The Savvy Life员工
动态
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Social spending can be one of the most challenging aspects of personal finance. This article explains why and offers tips to help you spend purposefully. https://lnkd.in/gdMccaHV #diningout #eatingout #savingwhilegoingout #thesavvylife #Savvy #SocialSpending #OutWithFriends #GuiltFreeSpending #FoodSharing #Budgeting #BudgetandRestaurants #groupdining #socialeating #kevingibbons #friendsnightout #friendsandspending
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QUESTION - Are you an in-person Black Friday shopper or would you rather stick a fork in your eye than brave the crowds? #blackfriday
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Redfin reached out to The Savvy Life's Kevin Gibbons to ask for his advice on what makes an efficient kitchen. As I mentioned in a previous post, when we work with clients to create Spending Plans, we also help problem solve the challenges that come up in their day-to-day lives around their personal finances. Food is a topic that comes up again and again. It's common for us to discuss ideas for saving money at the grocery store. At a client's request, we also, very often, talk about simple ideas to make cooking at home a much easier and enjoyable process. Check out Kevin's comments: https://lnkd.in/gi6DWhjy #redfin #kevingibbons #thesavvylife #organizingyourkitchen #cooking #cookathome #SpendSmart #LivingTheSavvyLife #homecooks #kitchendesign #personalfinance
Designing the Perfect Kitchen for Home Cooks
https://www.redfin.com/blog
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We were recently featured in an article published on Redfin! Pop over and see what Pablo Alvarez has to say about Designing the Perfect Kitchen for Home Cooks.
Designing the Perfect Kitchen for Home Cooks
https://www.redfin.com/blog
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When we work with clients to create Spending Plans, we also help problem solve the challenges that come up in their day-to-day lives around their personal finances. Spending on FOOD is a topic that comes up again and again with clients and it's understandable. It's a recurring, essential expense that can easily get out of hand. With that in mind, it's no surprise to me that Kevin's article on Running Your Kitchen Like a Restaurant is one of the most read articles we've ever published. Check it out: https://lnkd.in/g4ufEbjg #cooklikeapro #cooking #Kitchen #miseenplace #savvylife #Cookathome #recipe #organizingyourkitchen #kitchenorganization #pantryingredients #KevinGibbons #gotorecipes #foodspending #spendingonfood
Run Your Kitchen Like a Restaurant — The Savvy Life
thesavvylife.com
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We've worked with clients making over a million dollars a year who were living paycheck to paycheck. Like the quote says: More money can't fix bad spending habits. Change your money habits and change your financial life! #SpendSmart #thesavvylife #wealthbuilding #spendingplan #moneyhabits
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Have you found yourself Doom Spending? https://lnkd.in/gzJmEqU2 #doomspending
This Dangerous Money Habit Is Becoming More Common And Experts Are Begging You Not To Do It
buzzfeed.com
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Use this short quiz to help your clients determine if they are as financially savvy as they might think they are.
Are Your Clients as Financially Stable as They Think?
The Savvy Life，发布于领英