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Press Releases: (click the date to view)

June 27th, 2016-     Allows Advisors to Approach Financial Management from a Behavioural Perspective

June 27th, 2016-     Allows for a Truly Holistic Financial Planning Approach

June 23rd, 2016-     Helps Families Fund Dreams!

June 6th, 2016-     Fundamental to the Planning Process for Calgarian CCS™

June 6th, 2016-     One of Vancouver’s Leading Experts in Complex Corporate Estate Planning

May 16th, 2016-     Cash Flow Planning™ Empowers Clients

March 23rd, 2016-     Provides Financial Foundation Clients Need

March 14, 2016-     Allows for Rekindling of Clients’ Dreams!

February 9th, 2016-    Allows Her to Offer Peace of Mind

January 19, 2016-    Really Makes a Difference in Clients’ Lives

December 17, 2015-    Allowing Clients to Reach Their Goals

December 16, 2015-    Allows Individuals to Augment Well-Being and Lifestyle

December 8, 2015-    Provides Extra Value for both Clients and Referral Sources

November 4, 2015-    Helps Beneficiaries Manage Gifts

October 26, 2015-    Cash Flow Planning Helped Her Own Cash Flow

October 23, 2015-    Cash Flow Planning Complements Investments

September 17, 2015-    Planning that Satisfies Both Long Term Goals and Short Term Wants

September 15, 2015-    Cash Flow Planning Creates Greater Range of Services for Clients

August 24, 2015-    Clients Light Up When Cash Flow Planning Yields True Results

August 13, 2015-    A Cash Flow Plan Comes First

August 6, 2015-    Tools to fully enjoy wealth!

July 23, 2015-   Allow Clients to Simplify Daily Spending

July 20th, 2015-    Providing New Level of Expertise

July 20th, 2015-    Maximizes Opportunity for Debt Reduction

June 15th, 2015-   Helping client in a Truly Unique Capacity!

June 2nd, 2015-   Builds Life-Long Relationships with Clients

May 13th, 2015-   New approach with clients.

May 5th, 2015-   Planning with the whole picture in mind!

April 22nd, 2015-   Cash Flow Planning allows clients to fund dreams.

April 2nd, 2015-   Missing Framework in industry has been found!

March 4th, 2015-   Cash Flow Planning Benefits Clients at all Income Levels.

March 2nd, 2015-   Cash Flow Planning Helps High Income Clients Excel!

March 2nd, 2015-   CCS™ Changes Focus.

February 24th, 2015-   Successfully Fill Financial Goals!

January 26th, 2015-   Cash Flow Plan Gives Clients the Impetus and Encouragement Necessary to Keep on Track

January 20th, 2015-  See Results in 60 Days!

January 15th, 2015-  Skills to Make Meaningful Changes!

December 10th, 2014-  Designation provides x-ray vision.

December 3rd, 2014-  Cash Flow Planning gives clients Quantifiable Results!

November 13th, 2014-  Clients are Fighting Back!

November 6th, 2014-  Clients Feel Empowered!

October 29, 2014- 3X Ironman Triathlete Who Helps Clients Reach Core Life Goals

October 22nd, 2014- Increasing Clients “Wealth Health”

September 4th, 2014-  Take the Pressure off Clients!

July 23rd, 2014-  CCS™ brings spark back to practice!

July 17th, 2014-  CCS™ fills missing Educational Gap.

June 2nd, 2014-  Cash Flow Planning isn’t Work!

May 30, 2014-  Become a CCS™ at Any Stage in your Career.

May 26, 2014- Joining the CCS™ Community.

April 29, 2014- Cash Flow Planning, Eye-Opening to Entire Family!

April 15, 2014- CCS™ Builds Client Loyalty.

March 20, 2014- CCS™ claims Cash Flow Planning is key.

March 10, 2014- CCS™ Provides New Resources to Clients!

February 12, 2014- Original Money Finder Student now an official CCS™

February 5, 2014- How to stand out in a crowd.

January 29, 2014- Gearing up for retirement with your CCS™

January 22, 2014- Another CCS™ joins the family

January 8, 2014- First CCS™ in Atlantic Canada

December 10, 2013- Three new CCS’s are crowned

December 10, 2013- First CCS’s is named

November 12, 2013- Announcement Story Nov 12, 2013 “First Cash Flow Designation Launches”  Read More>>


Media Contact:

Christina Flemming

The Money Finder
26 Morningfield Lane
Dartmouth NS, B2W 0J6
(p 902.292.9078)
(f 902.835.0625)

Twitter: @themoneyfinder