April 16, 2015

Cash Planning & Budgeting

cash-planningWe create monthly, annual, and multiple-year cash flow charts and budgets that will enable you to visualize and define your financial goals, monitor living expenses, and establish wealth accumulation targets.

We then provide actual historical versus budgeted comparisons to assist you in evaluating your spending and investing experience so that wealth accumulation targets can be monitored and goals attained.

We pay all of your recurring bills promptly, and provide you with a budgeted “allowance” for personal expenses.

Many of our clients, while on the road, will approve an accounts payable list, which we can fax to the respective hotel.