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 joined the financial services industry in 1996 with the objective to help people with their financial needs and goals. I also noticed that people had difficulty stretching their dollars sometimes. As this was a more frequent reality, I wanted to help them reduce their debts and save more. Behavioural Cash Flow Planning was the key to making that a reality.
A Cash Flow Strategy is not a budget! It is a new way for you to take control of your money...
I like to start with a series of questions to learn more about your goals. After an introductory session, I can determine if I can help you by reviewing the data more in depth.
I will give an overview of the benefits to you using a Cash Flow Strategy if it is appropriate, then I can work on the balance of the financial picture. If you follow the Strategy as recommended, you will be able to save thousands per year on average.
Do you own your home? Are you new parents? Are you a few years away from retirement? Perhaps you are self employed, or own a business? If you fit in these categories, give me a call!
I love to work with families with children and people approaching retirement who own their home and earn a good income. Often people find they have more month than money, or they are finding it difficult to save due to bills etc.
If you believe that a judgement free review of your finances could be a help, contact me at 514-747-6565 or firstname.lastname@example.org make sure you leave a phone number and a valid email to reply to your query.
A written Cash Flow Strategy with a full report and action steps is a fee-based service, the initial consultation is complementary, usually there are 4 to 6 meetings to complete the process. You can choose from, either monthly or quarterly follow up meetings, as well to keep your program on track.
I chose to become a CCS because it gave me more control over my finances and debt. I wanted to share this with others and help them have control as well.
My long-term goal is retirement without having any debts, have a nest egg so I can travel. My short-term goal includes various renovation projects and smaller travel plans, all while eliminating debts.
My clients often feel that their money is stretched in many directions. A Behavioural Cash Flow Strategy helps them take control again, become wealthier and let them sleep at night!