Cash Flow Planning
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Do you want to be in control of your money and have financial freedom?
We are very excited about a new Cash Flow Planning tool we are using because we have seen such amazing results! When most people think about cash flow and managing money they tend to think of the word "budgeting" and focusing on how to get out of debt. At Equuis Wealth Management we don't like that word because it has negative feelings attached to it. Cash Flow is all about being in control and having financial freedom! |
Budget vs Cash Flow Plan
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A leading cause of why people don't grow wealth for themselves is they are slaves budgeting and paying off debt. Learn not only how to get out of debt but to save money and create wealth with a cash flow plan!
Case Studies
Cash Flow planning works in all stages of life. We have shared some case studies below.
Young CoupleIt might seem easy to find money later in life when your kids are out of diapers and you've got some seniority in your pay cheque. But what about when you are a young couple with young kids?
> see case study |
Single Individual
As you can imagine, working with a single income is more challenging, unless the income is quite large. This doesn't mean a cash flow plan can't work for a single client.
> see case study |
Retired CoupleWe understand the word "retirement" can be scary for some. The stress of living off assets creates a whole new plan needed. We can help maximize your hard earned savings.
> see case study |
Couple With No DebtCash flow planning finds big money for debt free people too. It can help determine a realistic retirement income, how much you should invest, or to ensure you can afford your travel plans!
> see case study |
How It Works
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Get Started Today
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