Differentiate Yourself Become a Certified Cash Flow Specialist™

Certified Cash Flow Specialists™ are trained in a proprietary process designed to help clients with their daily spending and long-term financial goals.

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5 Reasons Your Clients Are Attracted to Robo-Advising

2016-06-21 | Christina Flemming

Many financial professionals are worried they don’t understand enough about the expectations that accompany the most comprehensive regulatory reform in the history of the Canadian financial advisory ...

Penalties for Failure to Comply with CRM2 Requirements

2016-06-28 | Christina Flemming

With the homestretch of CRM2 implementation upon us, financial professionals are asking themselves whether they’ve done enough to prepare, and what repercussions they could face for potential miscon ...

MTAR Legislation Will Abolish Current Tax Sheltering Strategy

2016-06-06 | Christina Flemming

June 6th, 2016 | Christina Flemming If you want to truly show why you’re a valuable financial professional, you must be able to distill complex legislation into simple language. Of course, even more crucial than your ability to enligh ...

Join Us for A Workshop

Why Attend a Live Cash Flow Planning Workshop?

This half-day session for financial and mortgage professionals will cover how to:

  • Quantify your value in the wake of new CRM2 regulations
  • Boost your marketing & differentiate your practice
  • Ask clients proactive questions
  • Increase plan implementation
  • Show clients the difference between Cash Flow Planning™ & budgeting

CCS™ Professionals Work with National Financial Companies:

  • “I was trying to create a spreadsheet and educational seminars to help both my clients and myself with their cash flow habits. When I heard Stephanie’s seminar, it had many elements that I had created, and other elements that were in my plan to develop. Then the realization that the CCS™ Designation was recognized by MFDA became the credibility that I needed to move forward with the process.”

    Bev Large, Stellar Money Matters Financial Services, Alberta

    "Clients often feel they must sacrifice something now in order to see significant gains down the road. The Money Finder Cash Flow Planning™ Process give clients the freedom to focus on what’s important to them now and in the future without giving up what they consider important today."

    Weston Fader, Atlas Wealth Financial, Alberta

  • "I love the reactions of clients who have gone through the process and they light up when they figure out that I'm not just like every other advisor. Yes, I need to implement solutions/products at the end of the day to formalize our working relationship, but the approach and how I make the plan more about their wants and needs is the enlightening thing to the client. It's about them!"

    James Bilcox, Sun Life Financial, Alberta

    The Money Finder system provided me with a proven Cash Flow Planning™ process. The process and tools have enabled me to help clients beyond a traditional financial advisor’s role. As a result, clients have benefited from return on net worth, rather than much emphasized return on investment. Cash flow efficiencies have also enabled clients to save more towards retirement and effectively eliminate debt. Clients really appreciate the valuable advice you are providing and thus become more loyal and trustworthy.”

    Brendan Gardner, Love & Persson Group, Manitoba

  • "What is really unique about Cash Flow Planning™ is that it shows people they have way more money available to them than they thought possible and this helps them to really sick to the process. Further, if the goal is something beyond just saving money—something personal like spending more time with family—the client will be motivated to stick with the plan on an emotional level."

    Janet Fish, Equuis Wealth Management Inc.™, British Columbia

    The best part about being a CCS™ is being part of a group of like-minded advisors that are trying to truly change clients' lives for the better, and also paving the way in the industry for a better way of doing things.

    Shaun Thibert, Sunview Financial Management, British Columbia

  • “I was trying to create a spreadsheet and educational seminars to help both my clients and myself with their cash flow habits. When I heard Stephanie’s seminar, it had many elements that I had created, and other elements that were in my plan to develop. Then the realization that the CCS™ Designation was recognized by MFDA became the credibility that I needed to move forward with the process.”

    Bev Large, Stellar Money Matters Financial Services, Alberta

  • "Clients often feel they must sacrifice something now in order to see significant gains down the road. The Money Finder Cash Flow Planning™ Process give clients the freedom to focus on what’s important to them now and in the future without giving up what they consider important today."

    Weston Fader, Atlas Wealth Financial, Alberta

  • "I love the reactions of clients who have gone through the process and they light up when they figure out that I'm not just like every other advisor. Yes, I need to implement solutions/products at the end of the day to formalize our working relationship, but the approach and how I make the plan more about their wants and needs is the enlightening thing to the client. It's about them!"

    James Bilcox, Sun Life Financial, Alberta

  • The Money Finder system provided me with a proven Cash Flow Planning™ process. The process and tools have enabled me to help clients beyond a traditional financial advisor’s role. As a result, clients have benefited from return on net worth, rather than much emphasized return on investment. Cash flow efficiencies have also enabled clients to save more towards retirement and effectively eliminate debt. Clients really appreciate the valuable advice you are providing and thus become more loyal and trustworthy.”

    Brendan Gardner, Love & Persson Group, Manitoba

  • "What is really unique about Cash Flow Planning™ is that it shows people they have way more money available to them than they thought possible and this helps them to really sick to the process. Further, if the goal is something beyond just saving money—something personal like spending more time with family—the client will be motivated to stick with the plan on an emotional level."

    Janet Fish, Equuis Wealth Management Inc.™, British Columbia

  • The best part about being a CCS™ is being part of a group of like-minded advisors that are trying to truly change clients' lives for the better, and also paving the way in the industry for a better way of doing things.

    Shaun Thibert, Sunview Financial Management, British Columbia