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.
"To serve, to strive & not to yield" from the Outward Bound program moulded a constant desire to progress. With cash flow planning to provide the funding to achieve goals and dreams. It is an essential foundation for personal and family achievement.
In my mind the planning elements of strategic coach, integrated with the support and tools of behavioural cash flow planning provide the structure for success.
As examples, my dream is to get into farming, while my short-term goal is to celebrate with my two children, heli-skiing in the Bugaboos!