Cashlow Analysis

What to Expect

Before we build your budget, design a savings plan, or map out a strategy for growth—we need to know how your money flows. The Cashflow Analysis is your intake exam for all money management services. It gives us a clear look at what’s coming in, what’s going out, and where your financial health needs immediate care. We’ll review your income streams, spending habits, recurring obligations, and net cashflow across your personal, rental, or business finances. From there, you’ll receive a Cashflow Health Report with insights into your money leaks, financial pressure points, and a customized prescription for what to fix first—whether that’s creating a budget, tackling debt, building savings, or designing a growth strategy. ✅ This analysis is required before booking: – Personal or Business Budget Planning – Rental Cashflow Management – Debt Payoff Strategy – Savings Optimization – Income Growth or Expansion Plans This is not just a spreadsheet check—it’s a full diagnostic of how your money moves, so we can help it move better.