Measuring your client's financial health

Free tools included

What does it mean to be financially healthy? How is it measured? Who is doing the measuring?


Unfortunately, the most common way to measure financial health is to have someone take a survey that measures their financial confidence. Humans tend to be overconfident, which means we should take these sorts of scores with a grain of salt because they may or may not be based on reality.


To measure financial health in an effective way, we need to ensure it’s based on data, and that those figures are measured against other financial factors. In this webinar, we’ll review strategies that you can use to measure your client’s objective financial health, and how it relates to their life stage.


Join us to learn more about how you can quickly measure your client’s financial health as part of your regular review process.

Presented by


Stephanie Holmes-Winton

Stephanie Holmes-Winton is the CEO and Founder of CacheFlo. The concepts that CacheFlo’s products are based on were developed during her decade working as an independent financial advisor from 2001 to 2011. She then sold her practice and took her concept to start a training program for other advisors.


In 2013, Stephanie launched the Certified Cash Flow Specialist designation program (which qualifies for 31 FP Canada-Approved CE Credits). Soon after came the original version of the professional cash flow planning software. Stephanie has written two books on spending and debt: Defusing the Debt Bomb, and $pent. She’s also been a regular contributor in media, including CBC Radio and CTV, and her advice has been featured in publications from coast to coast.