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What is Behavioural Cash Flow Management
Every business has a process. Ours is Behavioural Cash Flow Management™. It is the process that we use to help clients achieve their financial goals.
Our behaviour with our money is the number one reason many of us are unable to maximize the possibilities of what we can do with the income we bring in.
We take our clients through a discovery exercise where we collect financial data then use proprietary software to produce a Behavioural Cash Flow Plan™. This is a written document that includes specific advice on personal spending based on a standardized process that takes into account your income, expenses, assets and liabilities and any major goals, such as retirement, then recommends how much you can spend on the things you can control in order to achieve your dreams.
It is a plan that helps manage your day-to-day cash flow as well as other financial obligations. It also provides guidance on future costs like purchasing your next vehicle, handling emergencies and planning for major expenses such as renovations with the exact amount you should focus on spending with expenses you can control.
- It also includes specific and clear advice on debt repayment
- A Behavioural Cash Flow Plan™ is NOT a BUDGET. No one likes to be on a budget
- A Behavioural Cash Flow Plan™ creates a pathway for wealth creation.
How can a Behavioural Cash Flow Management™ benefit you?
- It will help you find money within your current income to fund your dreams.
- It will show you how to stop interest leakages and save hundreds of thousands of dollars in inefficient interest
- Help you stop money leaks on stuff that doesn’t matter so you can refocus your energy on the things that do.
What is a Certified Cash Flow Specialist
- A Certified Cash Flow Specialist™ is uniquely trained to create a Behavioural Cash Flow strategy for you using technology and behavioural economics: giving you a clear path to your goals, designed with the money you already have.
- A 15-minute conversation with a CCS™ could change your life today.
