What is a Cash Flow Plan?
Cash Flow Planning is not budgeting. It is a structured plan that shows you how based on your proximity to retirement, your income, your assets and your debt; how much money you can spend on the things you can control. It is a written plan, it takes into account what you will do, not what you can’t do, it is based on behaviour, it is easy to follow because it is based on you, and we know it works.
People often feel trapped in a never ending cycle of bills; a cash flow plan is what is needed in order to enjoy the things we want as well as eliminating any debt we may have.
You gain options when you exert more control over you money. A cash flow plan is about choice, and it is designed around how you already spend your money.
70% of people say being Debt Free is Top Priority
When looking at your personal finances remember it is not just about the math; your emotions, psychology and behavior play a significant role in how you manage your money.
Cash flow planning does not replace the Financial Plan you already have in place. It is a process meant to teach you how to get as much as you can out of your money. If your financial plan doesn’t include a written Cash Flow Plan you may be missing the most important step.
Does cash flow planning work? Yes 100% of the time; click here to contact me so we can get started.
Products or services related to investments, investment recommendations, financial planning, retirement planning, and investment reviews are provided through our mutual fund dealer Security Financial Services and Investment Corp.
4665 Yonge Street, Suite 309, Toronto, ON M2N 0B4 t 416.964.0440