EPISODE · May 24, 2023 · 23 MIN
Using the KMSI-R in Financial Coaching
from Purposeful Planning Podcast · host Purposeful Planning Institute
Maggie Klokkenga, CFP®, CPA shares how she utilizes the Klontz Money Script Inventory (KMSI-R) assessment with her clients in her financial coaching practice. She also introduces us to a tool that helps her clients practice the money scripts that they want, serving their current and future selves. About Our Speaker: Maggie Klokkenga is a CFP® professional and CPA who has worked for almost 25 years in the financial services industry. She has developed tools and understanding to help clients create the financial life they have always dreamed of.
What this episode covers
Maggie Klokkenga, CFP®, CPA shares how she utilizes the Klontz Money Script Inventory (KMSI-R) assessment with her clients in her financial coaching practice. She also introduces us to a tool that helps her clients practice the money scripts that they want, serving their current and future selves. About Our Speaker: Maggie Klokkenga is a CFP® professional and CPA who has worked for almost 25 years in the financial services industry. She has developed tools and understanding to help clients create the financial life they have always dreamed of.
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Using the KMSI-R in Financial Coaching
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