Hi Friend,
It was really nice meeting you during the "Between Men and Women" Retreat. Thank you again for being there and for the contribution you made.
During the retreat you expressed an interest in the cash flow planning services I provide. As a certified financial counsellor and cash flow specialist, I would love a chance to chat with you briefly to ensure that my offerings are a fit for your needs.
The process is, potentially, a powerful one. I was recently able to help a client (let's call them Bob and Sue) create a plan to free up $1138/month. Sue had just quit her stressful job and started a business that was more in alignment with her passions. As a result, her income was down, and they needed a plan to reduce costs so they didn't have to rely on debt or savings to cover expenses until Sue's income recovered.
A behavioural cash flow plan™ provided the foundation they needed by: - Reviewing their debt structure to rationalise costly inefficient interest rates; and
- Revising wasteful "unconscious" spending habits that weren't moving them towards what was really important to them.
I know that freeing up over $1100/month may seem like magic. The truth is, however, that it's not magic, it's math.
It's also not surprising that your other financial advisors haven't talked to you about a cash flow plan before. It's simply not a mortgage broker's job, a financial planner's job, or an investment advisor's job to review debt structure and spending. Let me be clear, they're not doing anything wrong. It's just not what they do.
That's my job. Helping clients create a strong financial foundation is what I do. It's my goal to free up the funds to help you achieve your goals faster - pay off your mortgage years sooner, catch up on retirement savings, retire debt free, start a business, spend more quality time with your family. Whatever it is for you.
The first step is a free 30-minute conversation to get an overview of your finances and to see if a behavioural cash flow plan™ is right for you.
Please click the link below to go to my calendar to schedule a time that works for you, and I'll call you then.
My goal is to always find you far more money than I cost you, and I do my best work when I know a little more about your goals, and what you need to get the most out of your money. That's what we'll focus on when we talk.
And remember, there's no fee until I've had a chance to review all your financial information, so I'll already have a good idea of the benefit you could receive before you pay a dime. Our meetings, and the information you provide, are always confidential. They are never shared with anyone including Donna.
Here's the link for scheduling your call: |
