Process to get started with your Cash Flow plan
The process to complete a cash flow plan is very structure and streamlined, as described in the detail below.
It starts with a discovery phone conversation of about 10-15 minutes, followed by a series of appointments. You require me to provide you with the best advice and the best use of your time, and in order to achieve this, I will require some things from you too. The first step is to schedule yourself into my calendar for the initial phone conversation, by clicking on the button below.
Schedule your Initial Phone Conversation