Let Us Help You By Making Your Clients Better

Financial planners and advisors-Let us help you make your clients better.

Many financial planners and advisors find that they spend a lot more time helping clients with their day to day finances than they would like. Finch Financial Fitness focuses on a client’s financial struggles and helps them transform their relationship with money. I look at every dollar my clients earn and spend, and show them how to better manage their money to align with their goals. With my help, clients become more intentional about saving for their future and ultimately become better clients for you. If you are interested in talking about a referral relationship, please schedule a call at the link below and we can setup a time to meet.

Accountants and bookkeepers

If you are helping a client with their books and are spending a lot of your time just trying to get them organized and making sure they are able to pay their taxes, consider partnering with us so we can help your clients create and implement a plan that will empower them to become more in control of their finances. Let us do our thing so you can do your thing better!

Mortgage Brokers and Real Estate Agents

Do you get customers that either can’t qualify for a mortgage or just can’t afford the house they want? Do you hate having to turn these people down? We can help them by showing them how to achieve their financial goals and then send them back to you when they are financially fit.

Please reach out to me if you are interested in having a conversation about a referral relationship.

Brad Finch, CEO and Financial Coach