As a Certified Cash Flow Specialist (CCS™) I provide you with a written cash flow plan including specific advice on personal spending based on a standardized process that allows me to take into account your income, expenses, proximity to retirement (or other major goals), assets and liabilities and recommend how much you can spend on the things you can control in order to fund your financial goals and dreams.

My clients are smart people who make good money yet are concerned about retiring debt free. They want to get more life out of the money they already have so that they and their families have a solid plan for a prosperous future.

For a free no-obligation 15-minute phone consultation, connect with me on LinkedIn or call me at 905-707-5220. At the end of that call, I will know if I may be able to help you.


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