Cash flow planning is the primary building block of the financial planning process. The goal is to reduce or eliminate any bad debt and to create a budget that aligns your spending habits with your savings goals
- Creating a budget and adjusting it over time
- Making a plan to consolidate and pay off debt
- Opening and contributing to investment and savings accounts
- Buying a house that is within budget and saving for a down payment
- Optimizing your mortgage term and payment amount to fit your budget
- Reviewing available employer benefits
Staub Financial can help accelerate your financial goals. Contact us today to learn more about our cash flow planning services.
