Having a solid cash flow plan in place is very important to maintaining successful finances, whether you are an individual or business. Cash flow planning looks at where your money is going to identify and fix any leaks or weaknesses. We’re talking money spent on inefficient interest, fees for late bill payments, overpriced rates, and more. By addressing these issues with cash flow planning, you can save hundreds, if not thousands, of dollars every month.

As part of our cash flow planning services, we offer helpful tips to get started: like automating all bill payments to avoid late fees, negotiating better rates with service providers, and getting into the habit of checking bank statements regularly. We also provide other cash flow planning services, like reviewing your mortgage and insurance options to make sure you’re not spending more than you should be. Cash flow planning is where we start with most of our clients and is the first step to building a sound financial plan.