Understanding the inflow and outflow of cash is an integral part of financial planning. In our busy lives, it is difficult to take the time or find the motivation to wade through the numbers and organize them into manageable categories to facilitate decision making. However, this discipline can save you money and provide the clarity needed to implement a holistic financial plan with confidence. No matter what your income level may be, we are all playing the game of money, whether we want to or not. The question is: are you winning?
We understand the value of having an in-depth assessment of your cash flow situation as part of its financial planning philosophy. We also understand the value of having a coach walk you through this process. Therefore, we offer our clients a customized cash flow analysis as part of our unique discovery process. Our cash flow specialist, Carolyn Landine, is passionate about helping people get a new perspective on their relationship with money and gain confidence in handling their cash flow.
Every situation is unique; however, past assessments have provided clients with new insight in areas such as how to:
- streamline monthly financial tasks;
- stabilize cash flow;
- manage debt more effectively;
- make spending decisions based on a spending plan;
- identify spending obstacles;
- develop strategies to overcome hard-to-break money habits;
- eliminate credit card debt
Many of our clients request this service and it is so effective, we make sure all our clients know they have the right to access it as part of the added value we bring to them.
Carolyn’s area of interest and expertise concerning personal finance is rooted in what she has been doing for 20 years planning, organizing, and creating customized systems to manage personal and corporate finances. Her skill is taking a mess of numbers and creating a clear picture that helps clients make spending decisions by prioritizing and establishing parameters.