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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For Financial Professionals:Tell us what you think!

2016-12-07 | TMF Team

Please click below to take our Financial Professionals Survey so we can tailor our products to better serve your needs.

Download our Facebook Marketing Launch Plan

2016-12-14 | TMF Team

Do you struggle with Facebook Marketing? Are you looking to market your financial practice on Facebook in order to grow your client base? This package includes a free checklist to help optimize your Facebook business page, and two recorded webinars to teach you exactly how to get started with Facebook advertising.

Our Latest Blog: Adding new value for your clients

2017-01-03 | TMF Team

Many financial professionals give their clients great tips during review meetings. Whether you’re sharing cash flow management tips, or detailing the easiest way to understand statements, you can turn the knowledge you’re already sharing into a huge value add tool for clients...

Join us for a Cash Flow Planning Workshop Use the map below to locate a workshop near you. Click on the markers to see more details.

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:

  • 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 stick 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

    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

  • 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

    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

    The Money Finder system provided me with a proven Cash Flow Planning™ process. My clients are benefiting from return on net worth, saving more toward retirement, and effectively eliminating debt. Clients 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 stick 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

  • 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

  • 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

  • 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

  • The Money Finder system provided me with a proven Cash Flow Planning™ process. My clients are benefiting from return on net worth, saving more toward retirement, and effectively eliminating debt. Clients appreciate the valuable advice you are providing, and thus become more loyal and trustworthy.

    Brendan Gardner, Love & Persson Group, Manitoba