A Client Interview – Opening the Financial Pandora's Box

2020-05-15T12:00:00+10:00

A Client Interview – Opening the Financial Pandora's Box Most people have locked their financial woes away in the cupboard with a big padlock and a ‘do not go there' sign. That's because Pandora's box is in there and the ‘poop' is going to hit the fan if you open it. In this week's episode of Succeed with Money, David and Carolyn interview a Spending Planner client who smashed the padlock and opened Pandora's box.


Certified Spending Planners are obviously busy people, but they're happy to spend time with you to discuss your situation, answer your questions, and create an opportunity for you both to see if there would be any benefit in working together.

Considering that most people will only request a call from a Spending Planner when they are under money stress, Spending Planners are very aware of the need to offer affordable solutions that are appropriate to their clients' situation. Their service is money-back guaranteed so if they do not feel that any of the solutions they have to offer would suit your needs they will not make an offer, but instead will suggest alternate options for you to consider.


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