Cash flow planning

Your cash flow is the ENGINE to your financial picture.  There are several aspects related to your cash flow that IMPACT your financial picture.


  • Spend it - cash flow planning
  • Save it - asset accumulation
  • Protect it - taxes, inflation, fees
  • Pay off debt - net worth optimization


When you give every dollar a purpose, Your values, priorities, and opportunities start to become very clear.

The Ideal Outcome occurs when there is consistency between Your personal values, financial goals and the way you deploy your hard-earned income.


You may be asking:

  1. Should I strive to pay down debt or invest for the future?
  2. What is the best approach for me today and why?
  3. How do I balance my desire to address my other goals while paying down my debt(s)?