Cash Flow Planning™ Case Studies

Behavioural Cash Flow Planning™ can help financial professionals uncover approximately $3,330/month per household to redirect toward the client’s financial plan.

Cash Flow Planning™ Case Studies

The Money Finder has compiled featured case studies which show you how Behavioural Cash Flow Planning™ saves clients from wasting thousands of dollars on inefficient interest, and why clients of all ages and stages in life need a written Behavioural Cash Flow Plan™.

  • Young Couple Case Study
  • Couple with No Debt Case Study
  • Retired Couple Case Study
  • Single Individual Case Study
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The Money Finder Case Studies