Most budgeting tools are really expense tracking tools. We see the value in tracking your expenses but first you need to know how much you have available to spend. It is the difference between looking in the rear view mirror versus out the front windshield. The rear view mirror tells you where you have been. Looking out the windshield shows you were you are heading.
Now, more than ever, in this paperless society of direct deposits, credit cards, Venmo, online bill pay, and automatic drafting, your clients need help with understanding their cash flow. Therefore, I decided to turn Cash Flow Mapping into a web based advisor tool that allows you to co-create a plan with your clients, which will lead to a more fulfilling and profitable experience. We hope you will give it a try!