Cash Flow Planning – High Road Financial Planning

Trade in your budget for a New Cash Flow Plan

At High Road Financial Planning, ‘budgeting’ - in the traditional sense – is a thing of the past. Instead, we work with cash flow plans.

You might be saying, “A what? Isn’t that just a fancy word for ‘budget’?”

Actually, a cash flow plan is a personalized roadmap to success that is more compatible with today’s high-tech, web-based world than the old ideas about budgets. Cash flow planning is precise and thorough, which can help you pinpoint areas where you may be losing money through fees and other expenses. We’ll also help you manage spending in ways that feel natural so you can cruise toward your long- and short-term goals.

A Cash Flow Plan is a perfect fit if you:

Know you make good money but constantly wonder where it went.
Have financial products (insurance, etc.) to address emergencies, but no plan of action for the day-to-day business of life.
Have savings or investments in the bank, but no plan to wipe out debt before you retire.
Want more bang for your buck.
Have no idea when you’ll actually be debt free - including loans, credit cards, mortgages and lines of credit.
Aren’t sure how much interest you’ll pay over time on your debts.
Asked your bank about how to manage your debt efficiently and walked out a new loan or line of credit and no written plan.
Have never had the opportunity to sit down with a trained professional to learn how to organize your debts and save thousands in interest – and how to harness those savings to fund your dreams.

With that in mind, would you rather squeeze yourself into a budget or hit the road with a map?

We thought so.