What is a Certified Cash Flow Specialist™?
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 such an important skill set.
All Certified Cash Flow Specialists™ have completed an intensive year-long training program in advanced cash flow planning. We’ve put a lot of effort and resources into learning this proven process to maximize the value we bring to your life. We can look at your income, expenses, proximity to retirement—or other major goals, debts and assets—in order to show you exactly how to get more life from the money you have, while simultaneously building the future you want!
We’ve helped clients find tens, if not hundreds of thousands, of dollars leaking out through inefficient interest and spending on items that didn’t even really matter to them. CCS™ Professionals adhere to a professional code of conduct, and one of the top commitments we’ve made is to only recommend a Cash Flow Plan when we see that the value of the plan brings significant and quantifiable value to your life.
Unlike many other financial services designations, being a Cash Flow Specialist™ means that we are required to comply with strict proficiency standards—including completing a cash flow case study, and completing a minimum number of cash flow plans each year. In other words, to keep our CCS designation, we must do Cash Flow Planning with our new and existing clients!
If you’d like to find out more about how we can help you get more life out of the money you already have, give us a call, or visit our website today to schedule a free consult.
Don G Turnbull