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.
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™.
YOU WILL RECEIVE Copies of:
- Young Couple Case Study
- Couple with No Debt Case Study
- Retired Couple Case Study
- Single Individual Case Study