Budget Your Dream, Inc.
Do Our Clients Like to TEAM Connect and Share?
Our clients can TEAM Connect to the Third party TEAM members
to interact and communicate with TEAM Members. The client can
add up to three TEAM members at one time. The client can add or
change TEAM Members at their discretion. The TEAM members are
usually built during the enrollment process. However, TEAM building
can occur any time. The client’s TEAM Members can include
a financial counselor of his or her choice, a person of choice,
a real estate agent, a mortgage representative, a friend, a parent,
a child, a teacher or any person that can be valuable in helping
the client to succeed at reaching his or her dreams.
The client seeking to purchase a home may decide to build his
or her team with the financial counselor, real estate agent, and
mortgage representative. A parent with a child in high school
or college may decide to build their TEAM consisting of the parent,
teacher or financial coach that aid in helping the child to learn
financial life skills such as budgeting, savings, and wealth building.
The TEAM members can be of great value in helping the client
to learn how to budget, stay focused and develop discipline in
the budgeting experience. Additionally, the Team members can help
counsel or coach the client throughout the budgeting and wealth
building process. The Budget Your Dream online budgeting tool
was designed with the feature that allows the client to work independently
or collaboratively with a Third Party Team Member. The Third Party
Team Member should provide valuable help to the client in reaching
his or her dreams and goals.