The Project

The Cash Flow Roadmap

Where does all of my money go? This is an all too typical refrain we hear from clients who don’t seem to have transparency into their cash flow and expenses. But it does not have to be that way. The resulting confidence created from the “Roadmap” allows clients to consider debt pay-down strategies, a family emergency fund, or potentially increased savings for a new home or college tuition. When every dollar counts, the CFR provides the game-plan to optimize your family’s cash flow.

COST: $500
cash flow roadmap - new wealth project