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Do I have to follow a budget if I get a Cash Flow Plan?

Feb 13, 2018 (0) comment , , , , , , , , , , , , ,

Do you have to follow a budget if you get a Cash Flow Plan? No. A budget is basically the opposite of a Cash...

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Is there a fee for a Cash Flow Plan?

Jan 24, 2018 (0) comment , , , , , , , , , , , , ,

Cash Flow Plans are often worth hundreds of thousands of dollars and many Certified Cash Flow Specialists™ charge a fee for this work. At...

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What is a Certified Cash Flow Specialist™?

Jan 09, 2018 (0) comment , , , , , , , , , , , , ,

As financial services professionals, we want to help you get more life from the money you already have. That’s why Cash Flow Planning is...

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How do I prepare for a Cash Flow Planning appointment?

Dec 19, 2017 (0) comment , , , , , , , , , , , , ,

To prepare for your Cash Flow Planning appointment, you’ll connect with our office to book a FREE phone consult. This phone call takes as...

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What’s the difference between a Cash Flow Plan and a Budget?

Dec 05, 2017 (0) comment , , , , , , , , , , , , ,

What is the difference between a Cash Flow Plan and a budget? Budgeting is about deducting total expenses from income and trying to work...

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Who Should Have a Cash Flow Plan?

Nov 21, 2017 (0) comment , , , , , , , , , , , , ,

Who should have a cash flow plan? If you feel like you make good money and you should be keeping more of it, you...

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How Does Insurance Work?

Nov 07, 2017 (0) comment , , , , , , , , , , , , ,

When you buy certain insurance or annuity products, you’ll notice a Mortality and Risk Expense Charge. This charge is to compensate the insurance company...

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The 3 Stages of your Financial Life

Oct 10, 2017 (0) comment , , , , , , , , , , , , ,

What are the three stages in your financial life? The first stage is preparing for life’s uncertainties. The second stage is managing your net...

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Is Estate Planning only for the rich?

Sep 06, 2017 (0) comment , , , , , , , , , , , , ,

You’ve worked so hard to build your net worth, but it could fall into a sinkhole if you don’t do estate planning. Estate planning...

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What is an Annuity and How Does It Guarantee Income?

Aug 10, 2017 (0) comment , , , , , , , , , , , , ,

What are annuities and how do they work? Annuities are both a savings and an income investment that pays out over a period of...

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