After 20+ years of experience as financial advisors we’ve recognized that traditional budgeting methods view cash flow by looking backwards. Managing cash flow is already hard but doing it through the lens of a rearview mirror leaves too much to chance. And that just doesn’t work. In fact, it creates a major problem in society, which is the misunderstanding of cash flow.
Built by advisors for advisors, Cash Flow Mapping® software was designed to solve this problem. It is a forward-looking tool based on discipline and logic.
From the beginning, we set out with the intention of helping more people more often. So, once we were armed with a tool that simplifies cash flow analysis, we joined forces with a tech genius, and marketing experts to develop solutions that combine the Cash Flow Mapping® software with resources that help advisors successfully market this service and reach more people.