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.
Rick has over 25 years experience in helping clients.
Through The REAL LIFE Approach® we help you: Develop the VISION of Your Life, DESIGN a Plan to realize that vision and Create ORGANIZATION of all your Financial affairs.
The REAL LIFE Approach® recognizes that many goals will not be achieved unless we define and begin a process to document and implement these goals. It is about more than money, it is about making smart decisions and finding a balance between our family and financial life and the emotions that we attach to money.
This can be a difficult and daunting task but once we recognize our thoughts and feelings about money, we can then begin to take action and from these actions we will begin to see positive results.
The REAL LIFE Approach® provides a process to enhance a financial plan and help you utilize your resources to create a satisfying and fulfilling vision of your life, discover how best to achieve that vision and finally develop strategies to realize this vision to provide clarity, security and peace of mind.
Over your lifetime you will encounter many issues and transitions both expected and unexpected. As your trusted advisor, it is important that we understand your life and your goals.
We begin by working with you to determine whether The REAL LIFE Approach® would be of benefit to you. We then begin the process of defining and prioritizing your goals in order to design your plan and identify the impact of your financial decisions.
From this design we begin to see, with 3D clarity, a plan that moves toward realizing Your vision of life on Your terms. Your commitment to your plan and follow-up will then determine the success of your vision of life. As life inevitably changes, it is important that we meet regularly to make any required adjustments and ensure your goals and vision is still on track.
The REAL LIFE Approach® is a step by step process that helps you reach your goals by:
- gaining prospective on what you have and do now and what you would like to have and do in the future- providing meaningful direction to all your financial decisions and helps you adapt to life changes and keep you on track- giving you a means to Live Life on Purpose.
Gaining prospective on what you have and do now and what you would like to have and do in the future;
Providing meaningful direction to all your financial decisions and helps you adapt to life changes and keep you on track;
Giving you a means to Live Life on Purpose.
With proper planning, we’ll help ensure...
Your lifestyle is protected
You maximize your cash flow
You utilize assets in the most efficient manner
You don’t outlive your money
Your wealth is preserved and protected
You and your parents age with dignity and grace
You create a living and lasting legacy that will live on with your kids and your community
Your wishes are properly documented