Give the Gift that will Keep Giving!
You have seen how your client’s face lights up when you give them a nice cutlery set or a bottle of champagne to celebrate the new home that you helped them purchase.
Anytime that there is a change in cash flow that naturally comes with buying a house, it’s important for the new homeowner to revisit their current spending and retirement goals.
Custom digital art of your client’s new home with redeemable goodies they will love included!
My Financial Coach offers a wide range of services. Your clients will know instantly what they’re spending within a certain time across all of their financial accounts by looking under the “spending” tab. They will also be able to see the different categories of what each of their purchases fall under.
They will also be able to keep all their important documents, such as the deed to their house and home purchase paperwork in the “digital vault” where they are safe from any disaster! If there are workplace benefits available such as HSAs, deferred compensation plans, and variable life insurance, a coach will help to understand them and use them to their advantage!
All clients also have the ability to review the “goals” area to see if they are on track to retire, what the progress is being made on that wedding or college fund you are, and see a real time graph!
All clients also have the ability to review the “goals” area to visually see if they are on track to retire or what the progress on that wedding or college fund with a real time graph!
Although their software is awesome, the real stars are their coaches. The planning is headed by a personal CERTIFIED FINANCIAL PLANNER™ (CFP®). This means that your client will have the same coach every time. They are unbiased because they’re not expected to sell financial products. By working together, their future will be mapped out and secure.
As your client’s realtor, what better way to thank your clients than a gift of security and financial stability like this?
*Information shared with My Financial Coach will not be distributed in any way to our realtor partners. My Financial Coach is a secure closed platform.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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