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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.
There is a gap in typical financial advice and the needs of business owners, incorporated professionals and business executives. To bridge the gap, advice needs to focus on ways to mitigate taxes and reduce your costs so you can remain in control of more of your money, instead of assigning it to outside entities, who’s goals don’t necessarily align with your own.
Being a business owner myself and working with clients who face similar challenges, I’ve created and refined a proprietary wealth platform called the Significant Life System™. This system is designed with business leaders and professionals in mind to:
Maximize your existing cash flows;
Protect your cash flows and create a regularly growing reserve of capital;
Add new cash flow streams each year.
By guiding you to your maximum financial potential, you can begin to realize a “work optional lifestyle”, where you work because you love what you do, not because you need the paycheck.
Effective cash flow strategies are needed to achieve any financial success, as without it nothing else happens.
Few people really understand how money works and lose an important portion of their after-tax cash flow to things that are not effective uses of their money, despite what they have been lead to believe.
My bluesky goal is to work with 40-50 of my ideal clients (I am halfway there) who have moved beyond a scarcity mindset and are now on their way to achieving a "work optional lifestyle".
That achievement will open the road to then also working with other advisors on how they can bring the same to their own practice and clients.
If you feel disconnected from the typical financial advice you hear and feel you that you should be further ahead than where you currently are, cash flow planning is the place you need to start.
I start all my client relationships with a short phone call to see if we're a fit, as I do my work over the phone and web with clients in Canada.