Our Services

Cash Flow Planning

We help answer the big question: “Are the steps I’m taking today setting me up for the future I want?”

Most of our clients don’t need us to help them with a budget, but we do work together to make sure your cash flow is efficient. This means making sure you keep more of what you earn and don’t pay too much for insurance coverages, investment options, and taxes. Cash flow planning isn’t just about how much you spend and save today; it’s also about making sure you have a diversified portfolio and income streams so that your long-term plan is as solid as possible. It’s about creating peace of mind, knowing that each step you’re taking is a step closer to the ideal life you want to live.

We review cash inflows and outflows for our clients. When possible, we take advantage of tax-advantaged savings opportunities through employer-sponsored savings plans, while reviewing benefits packages to make sure that you have appropriate insurance coverage at the right price point. We review sources of debt to confirm you are not paying more interest than you have to, and have the right repayment plan for your situation. 

These reviews can carry important tax and insurance planning considerations.

We balance the short and long-term. We want to help you make the most of life today while also helping you plan for the life you want to live in the future.

Cash Flow Planning Podcasts

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