Cash flow planning looks at cash flow in a new way – one that will help you get beyond living paycheck to paycheck. Our initial cash flow meeting will be about 2 hours in length. We’ll discuss safety nets to put into place, setting your intention for the year and tracking your expenses. We’ll talk about how to adjust the plan as the year unfolds, keeping it alive and central to your financial decisions. You’re free to use any cash flow system (such as Quicken™ or a notebook), but I will provide you with an Excel-based cash flow program I developed.

Fees for the initial cash flow consultation are either $200 or $300. Follow-up consultations are either $100 or $150 an hour. Your exact rate will reflect your net assets and gross income.

You choose how often you want to come back to review your cash flow. Several clients have found it helpful to come back periodically as they re-learn healthy cash flow habits. This may be appropriate for you, but at the very least, I recommend that you plan to come back for at least one follow-up meeting. This gives you the opportunity to ask follow-up questions and optimize your cash flow system.

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