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Cash Flow Planning: Alligning Spending with Financial Goals

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.

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