Tron and Miranda 1

Want to help clients balance high student loans with high income and goals for their future?

This first meeting with CORE clients, Tron (sometimes referred to as Kenny) and Miranda, offers an in-depth look at onboarding for these two young traveling physical therapists. You’ll dive into Tron and Miranda’s background, as well as learn more about their personal values, profession, personal goals, and financial beliefs. The session is a valuable look at how financial planners navigate complex client scenarios, balancing technical expertise with empathy and developing personalized financial plans with variable income and unique life trajectories.

Course learning objectives:

• Analyze the unique financial planning considerations for high-paid, traveling professionals with variable income
• Understand how to uncover important financial client facts while respecting boundaries and building trust
• Identify psychological factors influencing clients’ money narratives and financial decision-making

For experience hours seekers, please complete all of these 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 2.5 CE hours.