The problem with most traditional investment planning is that it is steeped in investment principles that fail to incorporate cash flow as an asset in and of itself. If a business ignores cash flow analysis and the impact of spending rates and cash flows in how it allocates its assets, it will most likely find itself in bankruptcy at some point.

It is really no different for individuals who need to be able to manage a lifetime of cash flow. By applying business principles centered on cash flow analysis and its importance in all decision-making, wealth forecasting becomes a much more meaningful tool.

Working with your retirement financial plan, we will develop a personalized cash management strategy that coordinates your investment decisions and tax circumstances with your cash needs to put you in control of your living expense budget.