SUPERCPA℠ Cash Flow & Debt Management

Cash flow is the cornerstone of your wealth management plan and the key to a disciplined investment strategy. In addition, your debt level and credit history are important indicators of financial health. Good debt management can lower the amount of interest you pay, and may ensure you have credit when you need it.

Without a viable cash flow plan, it is easy to lose track of capital flows over time which can lead to investment mistakes.

• Cash flow planning identifies what you should ideally be saving on a systematic basis.
• Cash flow planning clarifies the long-term effects of deposits and withdrawals from your portfolio.
• The cash flow planning process is a "predictor" of your financial future and helps to provide a clearer view of long term financial planning.

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.