Page 2 - Seasons Of Money Life FINAL
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INTRODUCTION
Money decisions don’t take place in a vacuum. They connect to the bigger story about the life we want to live, today and in the future. These decisions help to define the seasons of our lives.
The Seasons of Money Life is a unique 12-month program crafted for Commonwealth Financial Group aimed at motivating better conversations between advisors and clients.
We have mapped this program to your new quarterly financial planning experience. In each season, we will deliver thematic content via stories, visuals, games, and additional creative content. Our two key objectives: robust advisor training and engaging client experiences.
