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Cash Flow

How Can Better Money Management Help You?

One of the keys to a sound financial strategy is spending less than you make. A solid cash flow management plan involves creating budgets to understand and make decisions about where your money is spent. It also involves knowing where you may be able to put your excess cash to work.

Benefits of a Solid Cash Flow Management Plan

  • Maximize retirement contributions
  • Pay down or eliminate debt
  • Save for college
  • Save for Vacations
  • Build a sound future for your family

While working together, we will consistently refer to a cash flow study to guide us through discussions on every financial planning topic imaginable. It will help us to see what tools we may be able to employ to address various situations, it will help us plan investments in a prudent manner, and it will help us to update and maintain our comprehensive planning process as conditions change over time.

While other advisers may not be too interested in household cash flow, logic tells us that cash flow is the key to building an approach that fits the individual needs of a client.

Is August Wealth Management a Good Fit for Me?

Over the years, we’ve identified three characteristics among those who benefit the most from working with us. We call them the Planners, Dreamers, and Doers. It’s important to note that in many cases, these traits overlap.

Planners

Our Planners are highly organized individuals who know a sound financial plan is a secret to long-term success. Most already have some financial plan, but they lack the experience of adequately navigating the nuances that come with a comprehensive wealth management strategy.

Dreamers

The Dreamers come to us because they already know their end game. Whether their goal is to buy a retirement home in Acadia, travel the world, or leave a legacy that their family can enjoy for years to come, they want to be sure they have the resources to live their best lives.

Doers

The Doers come to us because they are busy living their lives. More often than not, they are balancing their work/life responsibilities and don’t have the time or energy to devote to developing a comprehensive financial plan.

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