Retired Couple

Behavioural Cash Flow™ Case Study

Volume 1 in a series of 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™.

Canadians over 65 say that managing day-today spending is their top priority and 1 in 3 retirees hold an average of $15,000 in debt outside of their mortgage.* People over the age of 65 are taking on more debt at a faster pace than the population at large. In the late 1990’s, only about a quarter of people over 65 had any debt. During the last statistics Canada report, the number has risen to over 40% making Behavioural Cash Flow Planning even more important for those in retirement.

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