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 became a CCS because there was a gap between what the clients were telling me regarding their cash flow and the reality of the retirement plan I was creating for them. When clients started using the cash flow they became more aware of exactly where their money was being spent. The retirement plan began to take on a new meaning. Clients started feeling better about their financial future.
I have been helping clients achieve their financial goals for over 28 years. We do it now with more validation knowing they are on the right path using the cash flow system. Helping clients achieve their dream retirement is what makes Levesque Wealth Planning so successful.
After seeing my mother struggle financially after my father passed away at a young age without a plan to protect his family I knew then that I didn't want that happening to me or other people. Like most people, we feel invincible when we are young. Disaster can hit any family and when it does it usually hits us in the pocketbook. People need to plan for the future at all ages and stages of life. I love helping people and I love working with numbers so it seemed a perfect fit to a career path that would and could help so many people get ahead financially.
Working with pre-retirees and their parents and children have been my primary clients. Going forward I see the need growing among single women. Women that find themselves single again after being a couple and those women who have decided to stay single but need to plan to secure their futures.
I get excited when I have clients tell me that they couldn't have achieved all their financial goals without me and are now living the dream. Twenty eight years and counting helping people grow their net wealth in all markets.
Behavioural Cash Flow Planning is the start of something beautiful. Prospects and clients have to come to a new reality by acknowledging their spending habits to the advisor and themselves. This is a good start for a long-term relationship. I became interested in becoming a CCS after realizing this was the gap that was missing in my practice.
My goal has always been to be financially secure so that I could live my dream. Besides getting to travel a lot, I spend time in the south when winter weather can be brutal. I could only achieve this by making sure that I had a grasp on my own cash flow. Money coming in had to be higher than money going out.
I find most people haven't a clue how much they are actually spending in different areas of their life. They wonder why with the good incomes they make, why there just isn't enough at the end of the month to save. A lot of people get it wrong trying to save. They don't treat paying themselves as a fixed cost that needs to be paid every month regardless of what is happening in their immediate lives.
We help them figure this out and provide the solution to fix the problem.