Cash Flow Analysis

Align Your Money with Your Values Through our Comprehensive 23-Point Plan

Unlock the potential of aligning your finances with your values through our comprehensive 23-Point Plan

Designed to provide a holistic understanding of your financial landscape. With the guidance of Rebekah Samples, a trusted Cash Flow Strategist, you'll gain clarity on your current financial standing and actionable insights on how to proceed. Our mission is to assist families in constructing a robust financial framework for the future, ensuring stability and prosperity for generations to come.

What is included in the Cash Flow Audit?

Our process is based on data analysis and explores the four key facets of your financial situation.

  • Foundational Break Through

  • Opportunity Analysis

  • Legacy Preservation

  • Passive Income

Here's an in-depth look at what the 23-point plan entails.

Foundational Break Through

Establishing a strong financial foundation involves addressing fundamental questions. We start by identifying your basic needs for well-being and security. Then, we assess the likelihood of saving a portion of your paycheck, recognizing its importance for financial stability. This clarity helps you make informed decisions and set achievable goals, paving the way for a stronger financial future.

Opportunity Analysis

This evaluates your financial readiness to seize opportunities and face challenges. It assesses your retirement plan's resilience against inflation, aligns savings with life goals like education and weddings, and ensures your emergency fund can handle unexpected setbacks. It also examines your ability to capitalize on cash flow opportunities. This analysis empowers you to optimize your financial readiness, seize opportunities, and navigate transitions confidently.

Legacy Preservation

It involves examining your beliefs, values, and strategies for managing your estate to leave a lasting impact. We assess your clarity in estate management beliefs and your engagement in charitable giving to enhance your legacy. We also evaluate your adaptability to changes, satisfaction with insurance coverage, and efforts to minimize tax liabilities. Understanding generational wealth and assessing your financial discipline are crucial. Legacy Preservation empowers you to create a meaningful legacy for future generations.

Passive Income

This exploration centers on understanding and effectively utilizing strategies for generating effortless income. We assess your grasp of leveraging real estate and diversifying income portfolios. We also examine scenarios where passive income has led to financial independence and evaluate your progress toward financial goals. Our goal is to enhance your understanding and use of passive income strategies for achieving financial freedom.

Ready to take the next step towards financial freedom?

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