Cash Flow Planning fees starting at $500 CDN per plan
- Net Worth Statement (assessing assets and liabilities and their use)
- Determination of SMART goals – where do you want to be?
(Specific, Measurable, Achievable, Realistic, Timely)
- Design Expense Sheet to assist in aligning your spending with your financial & non-financial goals in mind
- Examination of sources of Income
- A written Cash Flow Plan