ADVISORS
Empower your clients with expert cashflow planning
Our approach
With our goal-driven, behavior-based approach to budgeting, your clients will receive the time and attention needed to take control of their spending - enabling them to make more progress towards their savings, debt and investment goals.
+ Goal setting
Our process starts with helping clients clearly define their financial goals and when they want to achieve them. and mapping out a clear action plan to help them achieve them.
+ Budgeting
The key to budgeting is having a system that is simple and easy to stick to, without being overly restrictive. Our methods help clients have awareness and accountability to their spending during the month, in a simple and sustainable way.
+ Saving
Whether your clients are looking to save for emergencies, travel, kids college, or home renovations, we help them organize and prioritize all of their savings goals, making it easy to know which ones to be focusing on.
+ Debt elimination
Credit card debt can be a particular challenge for clients as it often roots in struggles of overspending. We use a behavior driven approach to help clients not only pay down credit card debt, but ensure it never returns.
+ Retirement
If your client has trouble with cashflow, they aren't going to have a robust retirement savings. We help clients clarify their retirement goals and build a game plan around their cashflow to set them on track for that goal.
Advisor Coordination
Email Updates
Get updates on your clients after each meeting highlighting progress and setbacks, current goals they are focusing on, and their action items to complete.
Phone Sync
If you have client with particularly complex finances that requires more in depth discussion, we can schedule ad-hoc video calls to sync on your client.
Set targets for client
You can set saving, spending, or investing targets that your clients need to get to. I will build their cashflow plan around your targets
"Jimmy Murphy’s financial coaching has been invaluable to me. I thought I would never be able to slow down all the moving parts to get a clear picture of where my money was going and whether it was being managed wisely, try as I might. I needed help, and Jimmy provided that with excellence. He has made my finances manageable and even fun to think about. Don’t believe your finances are too complex to manage well. With Jimmy’s help you can get your personal finances under control."
About us
Jimmy Murphy
FOUNDER/ CEO
As a Certified Financial Planner™ (CFP®), I am passionate about helping individuals and families completely transform their finances by taking a goal-oriented, budget-driven approach to their finances. And the best part is, I keep it SIMPLE!
Get started today
Schedule a brief, 20-min call to learn more about our approach to helping your clients gain control of their cashflow and enabling them to be better prepared for your expertise and guidance.