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Cash Flow Strategy

Cash flow strategy takes a look at your goals and helps identifies where to save, how much to save, and when to save for those goals.

One of the keys to building wealth is in your everyday spending habits. Concepts like living on less than you make, setting aside enough to fund your eventual retirement goals, making certain sacrifices now so you can pay down debts or meet your financial goals. These are concepts that come to fruition through intentional cash flow strategies to live out between you and your spouse. 

There are many different budgeting techniques. The key is finding a process that works for you. Thankfully, technology has made it much easier than it used to be. Now, software can allow us to access all of our accounts in one place, we can track spending, set up savings goals and monitor progress with the click of a button!

Cash flow strategy and budgeting is part of the financial planning process and, as such, is very much a part of the process our advisors take our clients through. 

Having a Wealth Building Mentality

Wealth building starts with a certain mentality. In the following video, Nate Archuleta, CFP®, AIF®, explains 3 strategies to start today which can help develop your mindset towards accumulating wealth.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

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