Learn a New Way to Manage Your Cash Flow

Cash Flow Management plays a critical role in the planning process because your life plan and your financial plan intersect at cash flow.

Approximately two-thirds of Americans do not have a cash management plan that aligns their cash flow with what they want and need out of life. Even those with a plan often struggle with cash flow management because:

  • Their budget was not realistic, to begin with
  • Tracking the plan is time-consuming and cumbersome
  • Someone or something sabotages their plan

Cash Flow Management Services may be appropriate for you if you have one or more of the following questions:

  • Would I be ok if I reduced my hours at work, retired, or took a full-time job?
  • How much money do I really need
  • How much money is available to fund my current and future life goals?
  • How can I develop a relevant and realistic spending plan?
  • How can I reduce my financial related stress
  • How can we get on the same page with our spending and savings goals?
  • How can I track my spending plan with minimal time and energy?
  • Can I afford to <fill in the blank>?

Cash Flow Management services are designed to help you accomplish one or more of the following objectives:

  • Develop a relevant plan that supports your values and life goals
  • Organize your Active Plan in your online cash management website
  • Reduce cash flow related stress
  • Improve communication with loved ones
  • Make it easy to track your progress and update your plan
  • Reduce guilt or regret associated with my spending or savings plan
  • Understand your current and future cash flow needs to develop a realistic financial plan
  • Protect your important financial goals from impulse spending or from others who try and disrupt your plan
  • Empower healthy decisions about your money when life throws you a curve ball
  • COUPLES – get on the same page and improve communication

Next

Financial Planning

Approximately two-thirds of Americans do not have a cash management plan that aligns their cash flow with what they want and need out of life.