Built for Advisors by Advisors

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.

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What Is Cash Flow Mapping?

Simple software that removes complexity from cash flow analysis, enhances understanding and communication, and improves retention and profitability.

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Why Cash Flow Mapping?

All too often, cash flow analysis is frustrating and fruitless for both clients and planners. But if you do it right, you can increase your client's wealth and earn more business.

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Articles
Finally, a Solution for Cash Flow Analysis

It’s the missing puzzle piece in most plans. When clients finally understand their cash flow, they can see more clearly how they can meet their savings goals.

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Top 10 Reasons Why You Should Incorporate Cash Flow Mapping Into Your Process

Cash Flow Mapping is intended to be an addition to your tool kit.

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