Built for Advisors by Advisors
We set out to create clarity around cash flow by removing complexity.
We ended up building deeper, more trusting relationships that led to new opportunities.
Help your clients tell their money where to go instead of asking where it went!
Cash Flow Mapping is intended to enhance your process, not replace it.
Most advisors find that helping clients budget their discretionary spending is a fruitless exercise that leads to frustration for them and you.
Imagine instead that you had a process that was filled with clarity, transparency and opportunity.
Regardless of the area in which you focus your practice on, cash flow seems to be the missing puzzle piece in most plans. Now, after 15 years of refining, our simple to use cash flow analysis tool is available to you.