Cash-Flow Management

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.

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