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.
What drives me is working with my clients and seeing them win. Taxes, financial planning and cash flow management is like playing chess. It takes strategy, and looking overall at where you are in life, where you want to go and how to get there.
My practice started out as a tax practice to help offset income while developing my financial advising skills and has since morphed into a practice that covers all three areas, taxation/preparation, financial advice including insurance and cash flow management.
I love working with people who want a full plan working to ensure not only their future but their other family members. I work quite a bit with micro size businesses as well. Without the proper structure and guidance it can turn into a disaster.
It's not about how much you have but what you do with what you have. That is the premise we follow.
When looking at the overall picture for individuals and small businesses you have to know what they have and what they do with what they have. Where they want to go and have in their life.
Seeing their real spending habits it part of the bigger process of getting people what they want. Knowing if they have to make small or large changes and being sure that they truly want what they want. Part of the landscape of our lives.
We all have dreams and aspirations, getting there is not always as easy as we think or plan. My dreams changed over the years. Before my cancer I wanted to grow the biggest competition to the tax preparation organizations out there. Now it has changed to working with people who want more from their lives, want to be engaged in their process.
Time has become the most important commodity in my life as it doing all the things that I put off doing. How soon we forget we are mortal. So my practice has changed and I am definitely taking more time and doing all the "things" I want out of life. Rally race driving, going on the orient express, leaving an indelible mark on lung cancer awareness and research. I have a new list now.
FYI I am totally healthy and have been for 7 years now. The biggest aha I get is when I can look at a client and saw, we can get you what you want.
In my practice I find there is a common denominator for many people: Paying too much in taxes, not knowing how much is enough, where to find the money to have a better life.
We all suffer from this one time or another. None of us are alone in this.