Jake Wilkins – Back to Basics Budgeting
Helping your clients get their cashflow in order is far more strategic than simply numbers on a page and looking for ways to cut costs. A solid budget can tell you where your money is allowed to go. XY+ Adviser and budgeting pro Jake Wilkins (from Financial Planning Brisbane) calls this permission spending.
In this live web event, Jake is going to take us through the exact process he uses with his clients and will demonstrate how he facilitates his budgeting meetings. Jake’s 5-step budgeting system is not a broad brush approach, but when done correctly empowers families to own their decisions and know within seconds of checking their account whether they can afford something or not.
Super pumped for this one!