Empowering clients' dreams while planning for the future
To help our clients achieve financial independence on their terms
How We Do It
We believe that money mindsets and financial literacy go hand in hand in achieving financial success. When clients are empowered, they are motivated to stay the course of their financial journey.
3 Step Process
We provide online financial resources for our clients to access 24/7.
Cash flow planning
Behavioural Cash Flow Planning is the Foundation of our Process.
We provide expert financial advice by partnering with some of the best financial experts and money mentors in their field
Behavioural Cash Flow Management
Our Certified Cash Flow Specialists, CCS™, are trained to provide Behavioural Cash Flow advice and strategies that help our clients find the financial resource to fund their short-term dreams while saving for the future.
Our 3 Step Process
1We have a quick phone conversation to discuss whether a Behavioural Cash Flow Plan is right for you. If we are confident we are able to make a big difference in your finances, we’ll invite you in for an initial consult to go over the things you really want from your money right now.
2Then we will show how meeting short term goals again and again for thing such as renovating your kitchen, or a dream vacation, are actually the key to changing the behaviour that will fund your long term dreams.
3Finally, once we’re all on the same page. We will create a written plan to show you exactly how to reach those goals. As Certified Cash Flow Specialists, we have been trained and achieved a Designation in Behavioural Cash Flow Planning.
Financial Planning Solutions for You and Your Family
With the Behavioural Cash Flow Plan as a backdrop we can now create a financial plan which takes into consideration a longer time horizon, help clients to select appropriate insurance and investment products to reach their goals.