Start your journey
Ready to begin?
All programs begin with 3+ cash flow sessions done within 6-8 weeks.
We understand everyone learns at a different pace and sometimes, it may take a couple more sessions to get it just right :)
What’s included in your Behavioural Cash Flow Plan
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3+ Cash Flow Sessions
We will have 3-5 strategy sessions to get your Behavioural Cash Flow System in place. These sessions will take place within the first 2 months.
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Monthly Cash Flow Calls
You’re not alone! Learning a new system can be challenging. Once your plan is implemented we will spend 15 minutes a month during the first year to ensure you’re on the right track.
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Personal Board of Directors
Ensure your financial planning is holistic. All memberships include access to a curated list of professionals from the legal to accounting fields and more!
