Wealth Management Issue

Cash Flow Planning

Possible Objectives or Goals for this Topic

Cash Flow Planning

  • Best ways to build an emergency reserve
  • Making more than .01% on emergency money
  • Creating a budget (that works)
  • Implementing cash flow automation
  • Implement SPA(TM) Budget tool
  • Run a 12 month cash flow analysis
  • Determine Payroll withholding (allowances) and its impact on take home pay