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A Certified Cash Flow Specialist™ is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.
I have worked in the financial services business for 25 years in various capacities. I find my work with clients in providing financial solutions to be the most rewarding.
In my early years, I witnessed there were many clients receiving poor advice so I wanted to make a difference by assisting those in need. After receiving my licenses I started providing financial advice as a part-time planner. It was not long after that I realized I wanted to pursue financial advisory full-time. In 2008 I ventured off as a independent financial planner.
My clientele is diverse - ranging from singles and families, white-collar administators and professionals, small business owners and entrepreneurs, pre and post-retirees.
I wanted to become a CCS planner, as the program provided a cash flow system lacking in general financial planning programs.
My dream is to successfully incorporate cash flow planning in all the financial planning I do with my clients.
The common problem I find with most clients is finding the cash flow in order to complete the financial planning objectives we identify during their needs analysis. The CCS program will uncover the system to allow clients to meet their goals.