Cash Flow Mapping

10/18/2022

management is the foundation of any quality financial plan. If you and your clients do not understand how much they are on lifestyle how do you know they are enough?

It much more complex then just calculating how much do they have left over at the end of the month.

To learn more about how Cash Flow Mapping can help your clients understand their true burn rate, email me at [email protected]

10/14/2022

How do you build trust when conversations disappear?

By giving your clients a real time solution to a problem they know they have, helping them manage cash flow.

Schedule a Demo to learn more. https://calendly.com/cfm-jennifer/cash-flow-mapping-demo-and-use-case

10/12/2022

Our relationship with money is so important because it affects almost every decision we make.

National Savings Day gives you the time to think about your saving (and spending) habits and what you can do to improve if you’re not saving quite enough.

Saving doesn’t have to be painful. There are lots of easy ways to save bringing your dreams within reach.

What is one saving lesson you teach your clients?

10/10/2022

Understanding Cash Flow gives your clients control.

10/07/2022

Which are you?

Cash Flow Mapping helps you and your clients to become more pro-active.

If you know what you have to work with, you know how to plan and create attainable goals.

If you want to learn more schedule a demo today.
https://calendly.com/cfm-jennifer/cash-flow-mapping-demo-and-use-case

08/15/2022

When you want to retire?

Planning cash flow has great impact on reaching those goals.

Here are 7 reasons to plan...

1. Helps you visualize where your money is coming from, and empowers you to tell it where to go.
2. Finds money being left on the table that could be redirected to savings.
3. Helps you see what is affordable for regular savings and retirement planning
4. Highlights potential funding gaps/problem areas in spending.
5. Can help plan timing of larger expenses like vacations, buying a house, pension contributions.
6. Can create what if scenarios, empowering you to confidently make big financial decisions.
7. Tells you how much you can spend guilt-free each month.

08/12/2022

Are you headed to BEI? If so, please stop by our booth and say hello!

With just ten days remaining before our annual conference, we have another sponsor to announce: Cash Flow Mapping! Cash Flow Mapping is simple software that removes complexity from cash flow analysis, enhances understanding and communication, and improves retention and profitability. Looking ahead to getting together with our Exit Planning peers very soon - more conference updates coming soon!

08/01/2022

Advisors who talk about cash flow are more referable.
Most importantly, solving a client’s cash flow can make an incredible and personal difference in their daily lives.

Advisors who solve these "right-now" issues by focusing on cash flow are far more likely to be referred by their clients. Cash Flow Mapping was designed by expert to streamline this process both for you and your client.

07/29/2022

Compliance isn’t going anywhere.
Cash Flow Mapping documents your work.

Documenting your work and being able to demonstrate your understanding of a client's whole financial picture is crucial.

By taking the time to help your clients understand their cash flow, you are also putting yourself in a position to document your understanding of the client’s facts and circumstances and why your recommendations were in their best interest.

https://www.forbes.com/advisor/investing/regulation-best-interest/

When you work with a financial advisor, you know who’s managing your money. But do you really know if their choices are in your best interest? You might say, “Of course, they’re an advisor.” But until now, nearly anyone could claim that they were a financial advisor—even brokers who were n...

07/29/2022

Cash Flow is fluid, and ever changing. In order to properly manage it you need to be able to shift easily. That is why we built cash flow mapping to be able to adaptable to your clients changing needs.

If you want to learn more scheudle a time to talk with us today! https://calendly.com/cfm-jennifer/cash-flow-mapping-live-30-demo

07/27/2022

Recruiting and developing is hard! They're overwhelmed, lack confidence, and need to earn more quickly to stick around. If you manage, train, or develop new advisors, help them make 2022 their best year ever! We can help.
Cash Flow Mapping can help new advisors produce results quickly, resulting in better retention and reduced costs. Schedule a brief chat to find out how we can team up! https://calendly.com/cfm-jennifer/cash-flow-mapping-discovery-call

This time is all about you. We'll spend the call getting to know you and your practice to discover if we are a fit.

07/25/2022

If you take a minute to think about it, the purpose of owning and running a business is to build personal wealth and to provide the lifestyle in which the owner and her family desire. By completing a Business Map you are solving for what the owner can expect for personal income which of course becomes available for planning on the Family Maps.