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Cash flow planning

Establishing a stable cash flow and managing your debt are the first steps in achieving financial stability.

Cash Flow Planning, also known as Financial Management, allows us to project your financial position into the future and helps you to understand what your finances could look like throughout your lifetime. It takes into account your income, spending and overall net worth so you can ​​'Live for Today, Plan for Tomorrow' with confidence.

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CASH FLOW and DEBT
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​​Do you have an accurate understanding of your income and expenses today and in the foreseeable future? Do you know how much money you earn and how much you spend each month? Are you spending money you should be saving? Are you carrying too much debt?

By answering these simple questions, we can help you figure out how best to allocate your income between savings and spending to ensure both your short- and long-term goals are met. Cash flow planning and budgeting often go hand in hand as an effective budget keeps you aware of your financial limitations and helps to secure your overall financial health.
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Schedule a Consultation with Al McDonald
Unit 2 - 2390 Bristol Circle, Oakville, ON L6H 6M5   905.277.1234
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  • Home
  • Our Story
  • Services
    • Cashflow Planning
    • Life Insurance
    • Income Protection
    • Estate Planning
    • Investment Planning
    • Retirement Planning
    • Tax Strategies
  • The Team
    • Join the Team
  • ENRICHMENT
    • Financial Enrichment Series
    • CPP Benefits
    • Post Secondary Scholarships
    • News Feed
    • Financial View Point
    • COMMUNITY
    • Retirement Study
    • Financial Stress Index
    • LINKS
  • Podcast
  • Contact
    • Consult with Al
    • Consult with Joe
    • Consult with Peter
    • Consult with Joseph