Cash Flow Check Up

The cash flow conversation is universal and critically important to the health and well-being of your financial plan.

Perhaps your:

  • Income streams have changed, which can affect your debt and taxes.
  • Essential and discretionary spending has experienced some creep, which can affect your debt and even goal funding.
  • Savings goals have changed, which can affect your discretionary spending.

Sometimes it’s easy to spot when your cash flow gets a little out of balance. Sometimes you may not realize it until it’s too late. Take a few moments to review the [Link Checklist “What Issues Should I Consider When Reviewing Cash Flow? checklist.] It covers several areas that can help shed light on possible planning issues. Are there areas we should revisit?

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