Your Spending Coach (YSC)
is a complete client budgeting, spending and banking solution that's designed to empower financial advisers with tools and conversations that help their clients:
Understand how they spend their money and know what a balanced budget looks like for them
Identify ways to create a banking solution that supports their spending and savings objectives
Stay accountable to their spending and savings goals each week and month.
Enjoy their lifestyle today, whilst still save for the future
Designed by advisers, for advisers, YSC is based on an in-house budgeting, spending and banking solution that Experience Wealth Advice has run in their business over the past five years. The program has since become one of the most valuable advice areas for their business and added significant value to their clients. Here's proof that YSC will help your clients save money each year.