Volume 4 in a series of featured case studies that 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™.
Clients often come to you for retirement, investment and insurance advice. Most Financial Professionals would only help on the investment side of the balance sheet.
When we don’t look at Cash Flow we are under serving our clients! Behavioural Cash Flow Planning™ can be used for anyone who has cash flow and financial goals.