Mindful Spending For Flat Fee Financial Planning
Mindful Spending
Using a cash flow-based plan allows us to identify redundant or inefficient expenses and costs. Minimizing wasted capital is paramount to improving positive cash flow on a monthly basis. We provide alternative solutions and unique perspectives to complex problems like liabilities and debt management. Dialogue with the client is crucial to ensure we are not sacrificing things that are important to you.
Cost: Included in the $300-$500 monthly retainer, depending on complexity