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.
Take Cash Flow Mapping for a Spin!
Build deeper, more trusting relationships that lead to new opportunities.
Quickly Develop Rapport
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.
Rocky D. Martini, Financial Advisor
Highlight Your Recommendations
Once you've successfully mapped out your clients' current cash flow position, you can duplicate their cash flow map with the click of a button, make your investment and savings recommendations, and build a clear comparison report.
I would highly recommend this tool to other advisers. It is simple, intuitive, and most importantly effective."
Robert J. Powalski, CFP
Top of Mind Year Round
Cash Flow Mapping comes with a white-labeled Advisor Site. After you make your analysis and recommendations, what happens if income changes or if they buy a new house? Your clients can log in from anywhere to view and update their cash flow maps, view reports, and budget their variable spending. Your name stays front and center, and the system emails you when they make changes.
Robert J. Fashano, CLU, ChFC, MSFS