Cash flow analysis


  • Examine income sources
  • Determine expenses
  • Create a budget
  • Manage debt
  • Plan for large or one-time expenses
  • Create an emergency fund
  • Conduct a mortgage review
  • Calculate your lines of credit
  • Estimated time 1 to 3 hours (price quoted is per hour)

Using a budget means predicting the income and expenses of your personal finances on a long-term and short-term basis. You know where your money is coming from and where it’s going.  

With this knowledge, you can assess what things to change to optimize your monthly cash flow. Accurate projections of cash flow help you achieve your goals.


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