Save Time and Help More Clients

Be your clients' hero while making more money

Save Time

Our system is laid out to quickly grasp the heart of your client's cash flow needs, allowing you to position yourself as the guide in your client's self discovery process. By honing in on exactly what their average monthly cash inflows and outflows are, you can determine their wants and needs and set them up for success in the future.

"CFM has cut the cash flow review portion of my practice in half, if not more. It is usually introduced in the first meeting, and by the second meeting we have a base line for a new cash flow strategy and resources identified to help clients restructure their savings and spending plan. That is without even making changes to other money flows. Even clients share how easy the program is to project changes in their income and spending, especially in times when their income has been reduced."

Stella F., Financial Advisor

Be Your Clients' Hero

Cash flow is complex. Everyone knows it's there, but understanding all the pieces is surprisingly tricky. Cash Flow Mapping lets you be the hero —you quickly simplify your clients' cash flow and engage them in creating the future they want. You can quickly qualify clients, align their resources with their goals, and earn more business.

"We tried budget spreadsheets, banking software, and many other solutions. After using Cash Flow Mapping for just a couple of months the results have been astounding."

Jared J., CEO & Financial Advisor Client

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Build deeper, more trusting relationships that lead to new opportunities.

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Family Maps

Simple to implement, big impact

Family Maps makes it easy to solve for what a client has available for variable spending after they have met their long term savings goals and implemented the appropriate wealth protection strategies you are recommending. Once they know what is available, CFM gives them a simple way to succeed without having to waste time entering receipts and categorizing expenses.

"We identified $3,000 of free cash flow that was being lost to day-to-day life. By capturing some of that for planning, the clients felt relieved knowing they could obtain the desired 20 percent savings level quicker than they thought. In one meeting, we were able to obtain a $2,000 monthly savings commitment.

I would highly recommend this tool to other advisers. It is simple, intuitive, and most importantly effective."

Robert P., CFP

Business Maps

Move from theoretical to implementation

Business Maps are designed to help you help your clients gain a better understating of their net business income, create business goals such as selling more, adjusting pricing, and/or reducing costs which of course leads to more profit, creating ample opportunity for your wealth building and protection solutions.

"The client liked family maps so much they want me to do it for their business as well. The system made it easy to identify real cash flow available for planning. The clients finally understood their cash flow, and the exercise made them analyze each of their expenses and how they overspend on unimportant things."

Rocky M., Financial Advisor

Impact of Business Maps on Family Maps

If you take a minute to think about it, the purpose of owning and running a business is to build personal wealth and to provide the lifestyle in which the owner and her family desire. By completing a Business Map you are solving for what the owner can expect for personal income which of course becomes available for planning on the Family Maps.

"First of all, I believe you have nailed it. This is a great tool that should be used to find the money in the process. What a value add for the client!"

Robert F., CLU, ChFC, MSFS