Interview With Cindy

Q:  How did you get started in this work?

A:  For a quite a long time, money has been an interest of mine, specifically how to make it work for me and not against me, and how to make more of it.  Especially, after my husband passed in 1998, and having a son to raise, it became a priority to manage my finances, with great detail.  Over the years since then, I streamlined the process and became very proficient at being financially organized, which led to my financial success and freedom.  It really is simple.  I have created programs for my clients to achieve the same success.  Before declaring it to be my passion in helping others to reach financial freedom in their lives, I managed a non-profit corporation with a $3.85m budget.  This was very challenging and rewarding work, however, I knew when it was time for me to do something bigger in my life, and so now I am!

Q:  Who are your clients?

A:  I work with women, men and couples–people who are ready and willing to make the necessary changes to reach financial freedom.  Many of my clients are overwhelmed at the thought of money and feel out of control in their financial lives.  They want to know how to simplify their financial lives and to live the financial life they desire.  My programs are designed specifically to help my clients take back control, achieve financial success, and to simplify their financial lives.

Q:  What type of personality do you work best with and what is expected of your clients?

A:  I only work with motivated women, men and couples who are committed to themselves and are willing and ready to make changes.  Clients who are at a place where they will do whatever it takes to have the financial life they desire, are absolutely my ideal clients, and these people achieve big results.  People who have a “no excuses” approach to life, want to know exactly what steps to take to achieve financial success and freedom. 

Q:  How quickly do your clients see results?

A:  My clients see results in the first session.  As quickly as you put work into the program, you will see results, and you‘ll feel more and more empowered as you move through the program.

Q:  Do your clients ever continue past the original program?

A:  Yes, some do.  Many clients, who have been through one of my programs, want accountability after completion of the program to help them stay on track, either for a short or longer period of time.  They appreciate the accountability that I provide.

Q:  Do your programs really work?

A:  Yes, absolutely.  I have many clients who have been through my programs and feel empowered in their financial lives.  You can too, and you can expect to:

  • Get clarity
  • Change your money behaviors
  • Believe in your financial decisions
  • Understand how to financially plan
  • Feel more calm and confident
  • Apply tools to simplify your financial life
  • Be worry-free about money
  • Live your ideal financial life

Q:  Can a prospective client contact your former clients to find out what it’s like to work with you?

A:  Definitely.  I encourage you to do so.  On my Testimonials page, you’ll find comments from clients who have experienced great financial changes and success from my work with them.  Please e-mail me at cindy@spendingplan.biz, and I will connect you via e-mail or phone.

Q:  Are there some people you don’t work with?

A:  People who consistently make excuses.  I find that people who continually make excuses aren’t committed to the work involved in achieving financial success.  In order to achieve success in anything we do in life, it means committing to making the necessary changes in order to make that happen–with absolutely no excuses.

Q:  What if some prospective clients feel they are just too busy to get started with one of your programs?  What should they do?

A:    Together we will find time in your schedule.  If you don’t ever start, you’ll never get to the financial life you desire.  I understand that you’re busy.  It really comes down to how much you want financial freedom. The things in life we really want, we find the time.   I know this—I am busy in my work, and I have managed to find the time to get some much needed business development projects completed—because that’s what I want. If your intuition is telling you to do this, then I hope to hear from you!

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