Through this service you will be partnered with your very own Financial Consultant – Data Analyst. They will be the one managing the Analytical Tools custom built for you are your personal finances.
Based on what you need and the Service Package chosen we will follow the below process. This process will need to be completed in chronological order to ensure your Client Profile and our relationship with YOU is strong before starting.
Cash Flow Service Process:
- Call with a Consultant
- Client Profile Creation
- First Payment for Services
- Data Compilation to Populate Tool
- Send Client first Detailed Data Reports (prev. 3 months of data)
- Start a Long & Amazing Journey as YOUR SUPPORT!
If you want to move on to start the process please click the Service Request Form link below:
Click the link below to see the Package Services being offered through our Cash Flow Services.
“Begin saving and track your way to Financial Success!”