Cashflow & Debt Management

Cash flow is the cornerstone of your wealth management plan. Without a clear picture of what money is flowing in and out each month, it’s impossible to make informed decisions with respect to other wealth management issues. In addition to your cash flow, your debt level and credit history are also barometers of financial health. Good debt management ensures you have credit when you need it, make wise borrowing decisions and avoid disaster if you become overextended. 

How We Help 

Working together, we can identify where your cash is going each month and evaluate potential opportunities to improve your cash flow through tax strategies and proper debt management. As your advisor, we can help you determine if certain strategies such as refinancing, debt consolidation or changing your tax withholding could be advantageous to your situation. You may discover that you have more resources than you might think to help you pursue your other goals.