Cash Flow Planning

Aligning your money with your values.

Money In, Money Out

Properly understanding cash flow can be a huge relief in knowing that you are best utilizing your resources in a manner that is fully aligned with your personal values. We spend the time with you, through inquiry and dialogue, to provide assurance that your cash flow plan is helping you live your best life today and in the future.

  • How much money is actually coming into your bank account each month, and from where?
  • Is it the same every month, or does it vary?
  • How much do you need to live the lifestyle you desire?
  • Does your spending match your values and reflect your stated life goals?
  • Are you including future incoming cash flow and/or expenses in your retirement planning? (ie, Social Security or Pensions.)
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