Cash flow management and planning is one of the key foundations to your overall financial planning strategies now and into the longer term.
How much you need to live on today is often not reflective of what you will need once you reach retirement from the workforce as you will have time on your side which may result in the desire to spend more funds on travel and lifestyle.
We suggest the following steps to get your cash flow in order and we always say: ‘be patient with yourself, team up with a buddy for accountability, and implement a system that works for you!
Money Mechanics can assist you in the following ways:
- Setting up a cash flow framework for you to manage your day to day lifestyle needs
- Helping you create ideal savings plan to achieve specific goals
- Being your ‘accountability buddy’ or assisting with keeping your disciplined with your cash flow plan to help you stay on track
If you would like a copy of our cash flow planner please contact our office today.