Appropriate and effective cash-flow planning can help our clients gain and keep control of their money, mitigate unanticipated expenses, and retain funds for as long as possible to maximize investment returns.
The basic building block for constructing a cash-flow plan is to understand your spending habits. Your Archer Huntley Financial Services, Inc., Private Wealth Manager can help provide a framework for the plan by reviewing expenses and income, establishing priorities, setting goals, and implementing required strategies. Once a plan is in place, timely reviews monitor spending trends and make adjustments if necessary.
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