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Instructor : johnell johnell

Course Status: Course Price: Free

Why Budgets Are Important- With Johnell

In this course, we will discuss why establishing a budget with your client is important and how to approach this conversation.  Some clients are reluctant to discuss money, in this course Johnell goes over our role as planners in educating the client on expenses, how to get creative on any budget and how to establish a base budget. Please use the “Budget Template” in the document center.

Course Materials

Course Lessons

Type Lesson Title Time Status
Why Budgets Are Important- Video Lesson 5s

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