Personal Cash Management Strategies

Personal cash management is much more comprehenisve than just sticking to a budget.  Cash flow management involves understanding where your money comes from, where it goes and what choices related to fianances are appropriate in your overall goals.

Working with your financial planner (or one we can recommend), we will help you gain clarity on the components of your income, fixed expenses, discretionary expenses, taxes and short-term and long-term savings opportunites.  

You work hard for your money and ultimately we want your money to work hard for you as you seek targeted goals and overall financial freedom.