Michele Lenz recently attended the Fundamentals of Financial Life Planning training with MoneyQuotient. This non-profit organization provides tools to financial planners to help engage clients and align their financial goals with their life goals.
Flourish has integrated these tools into our financial planning process and it was time for Michele to go through the comprehensive three-day training.
During the course, Michele went through the 5-E Financial Life Planning Process; Explore, Engage, Envision, Enlighten and Empower designed to discover your inner core values and provide a dialogue around those values.
According to Michele, “This training was a life-changing experience for me and I’m excited to continue to use these tools with clients and have purposeful and engaging conversations.”