Save Time and Help More Clients
Be your clients' hero while making more money
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.
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.
Jared J., CEO & Financial Advisor Client
Solving the Biggest Problem: Cash Flow!
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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.
I would highly recommend this tool to other advisers. It is simple, intuitive, and most importantly effective."
Robert P., CFP
Move from theoretical to implementation
Business Maps are designed to help you help your clients gain a better understanding 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.
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.
Robert F., CLU, ChFC, MSFS
Help your clients tell their money where to go
instead of asking where it went!
Build deeper, more trusting relationships that lead to new opportunities.