BudgetingBlocks®

Description

Not every client likes using a spreadsheet for their budget. Some struggle to really see where the majority of their money is going. That’s why we created The BudgetingBlocks®.

Using 300 blocks, you can help clients visualize expenses, income, debt, and “leftover cash” to create a budget that is unlike anything else they’ve used before. No more boring spreadsheets, envelope systems, or stressful numbers to calculate. This is a highly visual, interactive budgeting process that has helped clients develop a budget that actually works for them.

Set aside time in your next meeting to explore the BudgetingBlocks® with your clients. You’ll help them get clear on their money values, they’ll see how much money (blocks) they have to work with, and where their money is going. No confusing spreadsheets. Just blocks that your clients can stack, move, and play with!

The BudgetingBlocks® system gives you:

• 300 blocks in two colors
• The Budget Blocks Values Exercise
• Table tents to organize categories easily
• Expense and income trackers

BudgetingBlocks® offers a new approach to cash flow planning and budgeting discussions with your clients: play and connection.

Want to learn how to use The BudgetingBlocks® with clients? Join CORE and watch cash flow planning meetings with clients like John and Diana, Keith and Beth, and more!

Want to order in bulk and get a discount? Email us at [email protected] — we’re happy to help!