12100 Wilshire Blvd,
Los Angeles, CA 90025
(310) 806-9454
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Cash Flow Management

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Through the generation of surplus funds you can accomplish specific financial goals and achieve financial independence. This will ensure that you have enough liquidity to:

  1. have adequate emergency funds or savings to meet unforeseen contingencies
  2. acquire wealth building investments
  3. avoid unnecessary use of credit cards
  4. set aside a nest egg for retirement
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We will analyze the direction of all incoming (income) and outgoing flow (expenses) of your money and this process helps to identify trends, improve weak spots, and prepare for the future.

Questions we will help address

  • What is the purpose of creating an income statement?
  • How do I determine my net worth?
  • How do I know how much I should be saving?
  • How much emergency money should I have?
  • How can I fix my monthly shortfall?
  • How do I maximize my discretionary income?

Otium Awaits

If you're ready to start a conversation about your financial life, schedule a complimentary introductory meeting with us today!