All of Cash Flow Mapping's plans come with the ability for you to create unlimited client accounts and unlimited maps.
Yes. Cash Flow Mapping has a business maps feature that you can link to a family map and setup distributions to work in various ways including fixed dollar amounts, percentages of metrics of the business, subject to income or self employment taxes or not. When used with our duplicate and comparison tools, this feature is helpful to show your clients various options for business cash flow to flow into the family and illustrate the various potential consequences including tax changes.
If you give clients access they can login and make changes to their maps. You can hide maps from clients so a frequent option to use is build a map, duplicate it and then hide the original. The client can then alter the new one and you can use the change history and a comparison to see what they do. Additionally, the system will automatically alert you via email when they make updates.
It depends on the status of the relationship. If you're just looking to pre-qualify a client, just a conversation can be effective and you may need no documentation. When you get deep in the weeds it can be helpful to have copies of tax returns, current pay stubs, W2s, Business Profit and Loss statements, Cash Flow Statements, etc. I recommend starting with a small amount of info and growing it as you grow the conversation. It aids in buy in and relationship building while also increasing buy in and preventing fatigue from the client since they gain benefits along the way. You can also dive in deep right at the start for existing clients you already have info for and use this as a touch point / reason to reach out.
No. All of our plans come with a 30 day money-back guarantee. Outside of this 30 day period, your plan can be cancelled at any time and will end at the end of your pre-paid period with no further commitment required.