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3rd Pillar: Cash Flow Strategies

Determining sources of income, Level of expenses, and allocating any surplus towards achieving your goals

Determining sources of income, Level of expenses, and allocating any surplus towards achieving your goals

Cash flow management is the process of determining your sources of income, level of expenses, and allocating any surplus towards achieving short, medium, and long-term goals.

Cash flow management is another important pillar of financial and retirement planning and includes:

Goal Prioritization

Making choices about how to put cash flow to work by aligning spending or saving habits with financial goals.

Cash Flow Projections

Estimating future cash flow needs in life and business to strive to ensure your desired lifestyle expenses are covered.

Savings Strategies

Recording expenses to cut spending and consolidate debt, renegotiating contracts, fees, and interest rates to find ways to make savings more useful.

Major Purchase, Financing, and Funding Analysis

Helping you make better decisions based on predictions and estimates about interest rates, economic conditions, consumer trends, technological developments, and more.

Debt management

Weighing logical and emotional factors to navigate current debt and options to help eliminate it completely.

Ask about other Cash flow strategies, such as:

Business Cash Flow Analysis   |   Mortgage and Banking Strategies   |   Change in Lifestyle Guidance & Update   |   Purchase & Refinance Scenarios   |   Expense Management   |   Coordination with Your Mortgage Professional   |   Coordination with Your Real Estate Professional