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.
Often times, I find an advisor has gone in, sold a product and left. It is my goal to truly make a client fully realize their financial capabilities. With a solid base of cash flow planning, little things add up, making a huge financial impact.
I have made it a goal to ensure that basic requirements are met, giving them the power to achieve what they initially thought impossible.
I chose to become a CCS, as I felt it was what I was already doing, and having the designation gives clients piece of mind that I am a professional, and having their goals and dreams as a priority.
Long term my dream is to ensure that a cash flow plan is in every household as a standard! I believe that no family should engage in financial planning without knowing that they have a plan in place that is sustainable.
Short Term, I will just keep plugging away, hoping my clients and anyone I work with understands that cash flow planning isn't dirty work!
I find most often, helping clients understand that they have more money than they think! It is critical to have hidden spending uncovered!