Cash-Flow Management Services
If you are preparing for retirement or currently in retirement, you need to have a great handle on your cash flow. Isn’t that the whole point? We need to make sure you can pay for everything you want in retirement.
For pre-retirees still building for the big day, we help:
- Find the specific dollar amount to be saved or invested
- Manage expenses
- Evaluate inflows and outflows.
- Find specific amounts that need to be in cash vs all other assets
- Monitor debt
For retirees, we help:
- Distribute assets to meet retirement goals
- Monitor expenses and fun money
- Make sure cash is allocated and prepared for future expenses
- Build proper cash goals that work with risk tolerance and needs
Ready to talk more about Cash-Flow Management?
Let’s start a conversation. Send us your contact information and we’ll be in touch to go over your finance goals.