The Cash Flow Planning Implementation Program
This is a Goldilocks program. We’ve designed it to be not too much work for participants, and not too slack that it doesn’t feel like a priority. If you want to increase your impact and grow your revenue, this program will be just right.
For a one-time payment of $249 +tx
Start generating new revenue in 90 days
Training
4.5 hours of training to help you turn cash flow planning into a profit centre for your business. Also included: templates, exercises and easy-to-use client-facing content.
Tools
90 days of access to Advise (professional software) and Winton (client app) to help you bring cash flow plans to life in minutes. Engage clients quickly and easily, and find the money to fund their goals.
1:1 Strategy call
Use your 1:1 time to discuss a case or your overall cash flow planning strategy, including how to make the most of your personalized Cash Flow Opportunities Assessment.
More on your product
You don't reinvent the wheel. We've included everything you need
Templates
Get an easy start with the various scripts and templates included in the program
Lead generation tools
Attract and gather lead data using your included Cash Flow Opportunities Assessment tool
Measurable value
Use CacheFlo Advise to get an instant measurable value of each cash flow plan (avg. $2,000/mo per household)