March - Cash Flow Aligned

Ensure intent aligns with your cash flow.

Budget, spending patterns, cash flow…whatever nomenclature you assign — is your spending aligned with what is important to you? We set this time aside to review where your money is going, so it is channeled intentionally. In the words of Minot Rajput: “Financial planning is telling your money where to go instead of asking where it went.”

Be it for a daily latte, weekly nights out as a family, or annual vacations, we want to ensure the resources are flowing to the places that are important to you.