How An X-Ray Can Develop Financial Organization with Jen Fontanilla

The real root of wealth building is.... Organization! 

In today's Better Wealth LIVE, I am joined again by Jen Fontanilla as we focus on the topic of financial organization. But first, she shares her honest reflection about being part of the team and what her experience has been since she joined BetterWealth. I ask Jen to discuss what it means to be financially organized and some of the biggest problems people have in organizing their finances. Jen was key in helping us develop a process we call The X-Ray. Using a Financial Assessment we can serve people by creating a Financial Diagnosis X-Ray. Listen as we walk through the X-Ray process and why it is so beneficial to financial organization. Be sure to grab your copy of the Financial Assessment Worksheet and follow along with us! We would love to get your feedback!

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