"Introduction to First Step" Webinar

Event: "First Step Introduction" Webinar
Presenter: Amy N. Mullen
Date: Wednesday, January 11, 2017
Time: 10:00AM-11:00PM PST / 1:00PM-2:00PM EST

This webinar session, presented by MQ Vice President, Amy Mullen, will provide details on the the First Step Cash Management System™. Learn about this simple and unique approach to cash flow, how to use the process with clients, and fees for licensing and training.

The First Step Cash Management System™ is web-based software created by The Planning Center in Moline, Illinois. First Step is available for licensing through Money Quotient and may be licensed as a stand-alone product or added to a new or existing Practice Tools Licensing Agreement.

First Step provides clients with a simple and user-friendly method for managing cash flow, reducing debt, and increasing savings. The First Step Cash Management System™ flows cash into three accounts or "buckets." Each of the three buckets holds a specific type of money and each type of money has a specific use or purpose. While the uses are all different, all three buckets are interrelated.

The First Step Cash Management System™ will help your clients to gain a better understanding of their current financial situation, be aware of the resources they have available, and make plans for the future. In addition, the system will assist them in communicating the purpose money serves in their household. This discovery process will result in a financial plan that is true to your client’s values and goals, inspires action, and creates commitment.

This free introduction webinar is open to anyone interested in learning more about this simple and unique approach to cash flow.


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