Beyond the Spreadsheet: Helping Clients Build Budgets That Stick

Register: https://training.ncrc.org/#/online-courses/d2d0e65f-902b-4504-a993-1b47ab8b3d20 

Budgets don’t fail—budgets without context fail.

Too often, clients leave counseling sessions with a “perfect” budget on paper that unravels within weeks. This 90-minute interactive webinar is designed for housing and financial counselors at all experience levels who want to move beyond static worksheets and help clients build sustainable, adaptable budgets that hold up in real life.

This session blends practical budgeting tactics with behavior-based strategies, trauma-informed approaches, and creative engagement tools that counselors can immediately use with clients. Whether you’re a HUD-approved housing counselor helping pre- or post-purchase customers, or if you’re a financial coach working with households facing financial instability, this webinar will expand how you think about budgeting, and how your customers experience it.

By the end of the webinar, the learner will be able to:

• Shift budgeting conversations from “numbers on a page” to long-term sustainability and client buy-in.