The Project

Do we live for today or invest in our future?  That’s one of the biggest challenges for our clients who live busy lives with many competing priorities.  That’s where the Cash Flow Roadmap comes in.  This stage:

1. Helps you identify how much money can be saved each month.

2. Recommends where to direct each new dollar of income (pay down debt, save for retirement, save for college, fund an upcoming goal, etc).

3.  Illustrates the impact of the new recommended savings strategy to provide clarity and confidence on where you stand today and where you’re headed in the future.