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.
Early on, I have realized that over financial products, people need advice about managing their finances.I’m personally commit to making a difference in the financial life of my clients. Always looking to offer a global approach, I’m continuously looking for solutions and strategies adapted to the client’s needs and to create, on that basis, their financial plan.
As an advisor, I believe we are in an ideal position to help our clients become debt free sooner. The personal debt situation of Canadians tell us they need our help.
Becoming a Certified Cash Flow Specialist changed my interactions with clients. It help me to open the discussion about debt and spending habits. My ideal clients are people from 10 years to retirement, self-employed person and people who make a good income but not able to save money to fund their dream.
Behavioural Cash Flow Planning gives me the answer to provide personal finances solution with tools and more important: results in short term.
For my own goal, I wish to be recognized as a specialist of debt and spending management in my area.
Debt of Canadians increased more than the salary last twenty years. A cash flow plan will help to take control of the money you hardly earn and more of your spending behavior.