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.
I noticed though my experiences that the biggest missing piece to sound financial advise was showing clients a strategy to get the most out of their money. I believe every single person needs to operate on a cashflow plan!
I love the ability to help inspire clients to take action on their life! Financial planning is more than just numbers on a sheet, it’s planning for peoples lives and future.
My work is done best with 30-45 year olds growing and accumulating their assets.
I became a CCS to focus on one of the darkest areas of financial planning: spending. Money isn't about numbers; it's about human emotions. I commit myself to deeply understanding clients and connecting with their behaviours and goals with money - so that we can create a complete system that's built for a lifetime of enjoyable experiences with money.
My owndream is to revamp the financial services industry. To show people we are more than just mutual funds and insurance policies.