What is Cash Flow Mapping?

Most cash flow analysis tools take a rear view mirror look. Cash Flow Mapping looks out the front windshield.

Schedule a Demo Frequently Asked Questions

When advisors ask me, "What is Cash Flow Mapping?," it calls two quotes to mind. The first was spoken by the late, great Wayne Dyer and it goes,

"When you change the way you look at things, the things you look at change."

The other was thought up by Albert Einstein:

"Things should be made as simple as possible, but not simpler."

Those two quotes strike at the heart of what Cash Flow Mapping is. We take the ebbs and flows of income and expenses that your clients are already used to seeing and lay them out in a way that's logical, yet simple to understand. Although Cash Flow Mapping is an analysis tool, it's also an awareness tool. In other words, it brings awareness to clients about their cash flow, which better positions them to effectively communicate with their family members. As far as I'm concerned, that's life changing and it makes you irreplaceable.

If you have any questions or comments about Cash Flow Mapping, please don't hesitate to reach out to us. We'd be happy to help however we can!

Introductory Call

In this 15 phone call, we will discuss your business, how Cash Flow Mapping can help you, and answer any questions.

Schedule a Demo

In this 45 minute demo, we will walk you through the software, how it can impact your clients & business, and answer any questions.