The word "No" is the the number one tool for curating the life you want to live.
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èžæœåŠ¡
- 规模
- 2-10 人
- 总部
- Redwood City，CA
- 类型
- 自有
- 创立
- 2004
- 领域
- Personal Finance Educationã€Cash Flow Planningå’ŒPersonal Finance Coaching
地点
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主è¦
获å–路线
US，CA，Redwood City，940622
The Savvy Life员工
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This is is a personal finance catastrophe in the making! https://lnkd.in/eiR7rbBe
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Pulled this gem of a quote from James Clear's weekly newsletter: Social media consultant?Charles Miller?on balance: "Spend a handful of hours a day going fast. Crush a gym session. Do deep work on a project you care about. Spend the rest of the day going slow. Take walks. Read books. Get a long dinner with friends. Either way, avoid the anxious middle where you never truly relax or truly move forward."
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Are you familiar with the Payday Habit? https://lnkd.in/gKQ5SNwr
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For over a decade, we've been partnering with financial advisors to help their clients create Spending Plans that deliver impactful results. A Spending Plan is a detailed budget, typically covering 12 months. While it’s easy to put income and expenses on a document and make the math work.?We base that “math†on the goals they’ve outlined with their financial advisor and what they’ve identified is most important to them in their daily lives. We then work with the client to help them implement their plan.?We help problem solve the challenges that come up in their day-to-day lives around their personal finances - guiding them to create new positive money habits. As they become more purposeful in their spending and reach their financial goals, their quality of life goes up along the way. Our hands-on, supportive process fosters greater confidence and long-term financial well-being. If you’d like to learn more, please contact us at https://lnkd.in/gVDsYiM #creatingwealth #highearners #wealthbuilding #budgetplanning #budgetplanner #MelissaTosetti #SpendingPlan #LivingTheSavvyLife #SavvyLiving #SmartSpending #kevingibbons #thesavvylife #TheSavvyLife #cashflowmanagement #cashflowplanning #cashflow #financialadvisor #budget #budgeting #problemsolving #financialgoals #financialwellbeing
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