Personal Finance Expert, Financial Wellness Speaker and Creator of the MeMoney™ Method
Most clients don’t struggle because they “don’t know how to budget” — they struggle because they don’t understand why they spend the way they do. Some put themselves last, some overspend to feel better, some avoid the numbers entirely, and many simply don’t have a clear picture of where their money is going.
The MeMoney™ Method gives advisors a simple, practical way to help clients see their real spending habits, understand what’s driving those patterns, and make intentional choices that support their goals. It’s not about restriction — it’s about clarity, alignment, and ownership.
In this session, Linda Grizely, CFP®, shares an empowering approach to cash-flow conversations that helps clients shift their mindset around spending, reduce overwhelm, and create sustainable habits. Advisors will learn how to help clients spend with intention — whether that means prioritizing themselves more, curbing impulsive spending, or creating healthier day-to-day patterns.
Attendees will leave with practical tools to improve client follow-through, strengthen communication, and guide clients toward more confident, values-based financial behavior.