Learn the skills of financial management through Dynamic Planning.
Systems are what make the process of business easy.
We will teach you our money management techniques to keep your cash flow in check, and your money working for you instead of you working for it.
There are benchmarks of wealth development.
Learn where you are on the spectrum and the steps that are best for you to take given where you are today and the goals that you have.
The game of Money Management has distinctions like any other game.
This is a highly interactive day where the rubber meets the road so you can put your learning into action, having experiences that will cement your learning so that you can use them again and again long after the retreat.
What: CFO Agency Players Club Retreat
When: October 21-23, 2021
Where: Whitefish, MT
Why: To get an exclusive financial training, to increase your money intelligence, and accelerate your plan for your business and life.
How: This specific retreat is available by appliation only. Fill out our application by clicking on the button below.
Our main goal at The CFO Agency is to align your business goals and your lifestyle. Money affects us at every level, and figuring out your finances both personally and professionally is the best way to create a comprehensive plan that achieves all of your intended goals.
Our philosophy is to provide the tools and resources in order for you to be successful financially. Our proven methods and techniques for understanding money lead our clients to comprehensive knowledge and financial intelligence that can be applied towards their vision. We want to have your money working for you instead of you working for it.
I am a true believer in the power of education. When we know something new we can literally change the trajectory of our lives.
The Unstoppable Foundation is in alignment with our beliefs that people are truly empowered through hands on learning and we are excited to work with them.
Diane Halfman, DianeHalfman.com
Janet Clark, CEO-The Freedom Shift
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