Featured Advisor

What a CCS™ Can Do for You:

A Certified Cash Flow Specialist is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.

CCS™ Professionals Have Been Featured In


Cash Flow Planning has yielded many aha-moments and provides a user-friendly solution that allows you to reach your goals.

"The stress of 'do I have enough to go on a vacation?" is released once that goal has an action plan behind it - the Cash Flow Plan is the 'action plan'. You'll happily and confidently know that when following the plan, your goals are all attainable.

Why Behavioural Cash Flow Management™?

"I was trying to create a spreadsheet and educational seminars to help both my clients and myself with their cash flow habits. When I heard about the CCS Designation, it had many elements that I had created and other elements that were in my plan to develop. Then, the realization that the CCS designation was recognized by the Mutual Funds Dealers Association became the credibility that I needed to move forward with the process.

What Problems I Solve:

Many people are wanting someone to teach how to make informed decisions with money. I have both experienced and witnessed the school of thought, pay bills and make your money last until your next cheque - and it keeps people poor."

Many people lay awake at night worrying about money. Once we create a personalized Cash Flow Strategy with their 'real numbers', they sleep!