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What it Is

It’s never too late to become fluent in the essentials of your everyday finances. Our cash flow management service empowers you to achieve and maintain firm, long-term control over your spending, debt, savings, and investments.

How it Works

First, we find out what you already know—and what we need to know—about your personal finances. We discuss your cash flow objectives, experience with budgets and savings, current debt structure, and other big-picture issues. From there, we will:

  • Assess your income and expenses
  • Help you create a spending plan
  • Set cash reserve targets
  • Help you set realistic savings objectives
  • Prepare a debt reduction strategy
  • Follow up regularly to evaluate and adjust plans