Cash Flow 

Money or the lack there of drives financial decisions.  Many people do not have the tools, inclination, or desire to make educated financial decisions.  As our clients face situations which require a thoughtful approach, we offer our time and planning resources to bring clarity to what often can seem confusing and emotionally draining. 

Cash Flow Planning can manifest itself in retirement distribution planning, debt management, tax planning, and estate planning.  A first step is to identify the areas of focus and create financial model of the current situation.  From there we can discuss and outline various options.

For some clients, cash flow planning may involve cash flow models of different strategies to better measure the impact of various alternatives.  For others, it may involve assistance with budgeting and debt management.

For more information on how we can assist you in this area, please contact us at 225-766-4885 or email us at