Keith and Beth 2

Join us for an insightful client meeting with the financial planner, Hannah Moore, CFP. This is meeting two with our clients Keith and Beth!

In this session, financial planner Hannah Moore, CFP, guides Keith and Beth through a meaningful financial planning experience. Using her unique BudgetingBlocks approach, Hannah focuses on understanding their values and goals. She encourages open dialogue, allowing Keith and Beth to explore how their spending aligns with their deepest values. This session highlights Hannah’s commitment to effective communication, using powerful techniques to ensure Keith and Beth feel heard and understood.

Course learning objectives:

• Identify how to use the Budgeting Blocks™ tool to facilitate client understanding of cash flow and spending patterns, ensuring these align with personal values and goals.
• Recognize the importance of engaging both spouses in financial discussions to foster an inclusive and comprehensive planning process, addressing relational dynamics in financial management.
• Utilize non-judgmental communication and active listening skills to explore and confirm client values, enabling better alignment of financial decisions with personal priorities.
• Assess the impact of financial anxiety and the concept of “how much is enough” on client financial plans, guiding clients to make informed and confident financial decisions.

For experience hours seekers, please complete all of the required pieces of this course to earn 50 CFP Board standard pathway hours or 25 AFC experience hours. 

For CE seekers, you can complete the quiz at the end of the meeting commentary to earn 1.5 CE hours.