Some use the word “budgeting”, but I like the term cash flow analysis to determine the simpler aspects of how much money comes in and how much money goes out. I’ll work with you to determine strategies for the best timing of some of these events, as well as areas of opportunity to increase inflows, if possible, as well as reducing the outflows. Having a handle on where all the money goes is often times a critical, but highly beneficial, exercise for many of my clients.
