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What a CCS™ Can Do for You:

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.

CCS™ Professionals Have Been Featured In


As a Certified Financial Planner, my focus is to help clients reach their dreams and goals. Using Cash Flow planning is particularly important as it is a fundamental building block in the financial planning process.