Webinar Replay - How to add Cashflow Goal Planning into your Financial Planning process

Exploring Simple & Detailed plans for Money Management, Property Purchases, Maternity Leave, Education and Career Changes

This is a recording of the Webinar that Steve Crawford (Your Spending Coach) delivered on behalf of The Advice Movement on the 3rd of June, 2021. Below is just some of what we covered in the Webinar:

Clearly I'm biased when I say "Cashflow Goal Planning is one of the most valuable parts of the 'Financial' Planning process" - given I bet the farm on it back in 2019 when I gave my FP license up...

But what exactly is Cashflow Goal Planning, and how can you incorporate it into your Financial Planning process, assuming:

A) Your clients want it and
B) It aligns with your 2021 CVP.

Well luckily for you, all these Melbourne COVID-19 lock down's have given me the time to map out a full process for the 4 most in demand "Cashflow Goal Plans" from GenX and Millennials and in this session we're going to:

* Take a look at what the 4 most in demand Cashflow Goal Plans are (hint... it's Money, Property, Family & Education)
* See what a Cashflow Goal Planning process looks like - when incorporated into a Financial Planning process
* Match the Client Avatars to each Cashflow Goal Plan type
* Explore your Options for implementing (Simple, Detailed, Co-Deliver by Referral)
* Help you decide what implementation path suits you best

This webinar will attract 1 CPD hour (0.75 Hours - Technical / 0.25 Hours - Client Care & Practice) once you have completed 100% of all lectures.

Suitable for Financial Planners & Financial Coaches.

Your Instructor

Steve Crawford
Steve Crawford

Steve started Experience Wealth from scratch in 2008 focusing on GenXY clients - with no clients or referral partners and had never run a business before. Today his Award-Winning firm is going strong, with an innovative Money Coaching & Mortgage Management offer designed exclusively for GenXY.

Experience Wealth has grown exclusively from client referrals - due to their innovative Money Coaching offer. Steve has pushed the boundaries of a ‘traditional’ GenXY finance business by building Budgeting, Cashflow, Banking & Lending services for his clients and his business leads the industry in usage of technology like Online calendar bookings, Virtual Meetings & Video to deliver Money Coaching to the Netflix generations in a modern way

Frequently Asked Questions

When does the Webinar start and finish?
The Webinar starts now and never ends! It is a completely self-paced online module - you decide when you start and when you finish.
How long do I have access to the Webinar?
How does lifetime access sound? After enrolling, you have unlimited access to this Webinar for as long as you like - across any and all devices you own.
Will I get CPD points for this Webinar?
Absolutely... but you'll need to enrol in the school and provide us with your Full Name and email address + complete 100% of the "Course" including all LECTURES to qualify... the good news is when you complete the "Course" you will get your CPD certificate sent to you automatically. NB - CPD points only apply currently to Australian Financial Advisers

If you liked this Webinar be sure to check out and 'enrol' in any of our other Free Webinars as well.

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