4min chapter

Elementality for Financial Advisors | Elements Financial Vitals System™ cover image

Talking With Your Clients: A New Way to Look at Budgeting

Elementality for Financial Advisors | Elements Financial Vitals System™

CHAPTER

Financial Planning and Budgeting

The importance of financial planning and budgeting is discussed in this chapter, emphasizing the need for happiness and enjoyment in the present. It highlights how bad spending habits can hinder financial success, and shares examples of advising against making big lifestyle adjustments.

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