Testimonials

Help your clients turn their cash flow into net worth and their net worth into cash flow.

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Testimonials

I recently used CFM with a client and had great results. The simple, easy to use format allowed me together with the client to map out their current cash flow and where it is going. It is a great exercise to walk through with a couple because it takes them through a systematized "walk through" of their monthly cash flow, only focusing on the main monthly expenses.

The end result was we identified $3k of free cash flow that was being lost to day to day life. By capturing some of that for planning, the clients felt relieved knowing they could obtain the desired 20% savings level quicker than they thought. In one meeting we were able to obtain a $2,000 monthly savings commitment.

I would highly recommend this tool to other advisers. It is simple, intuitive, and most importantly effective.

Robert J. Powalski, CFP


Client liked it so much they want me to do it for their business as well. System made it easy to identify real cash flow available for planning. Clients finally understood their cash flow and the exercise made them analyze each of their expenses and how they overspend on unimportant things.

Rocky D. Martini