Empowering advisors to grow c
Cash flow conversations build confidence for advisors and clients.

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Attract Prospects

Everyone is interested in cash flow, even high-income earners, but few advisors properly address it.

I tried spreadsheets, I tried budgeting tools, I tried banking software - - nothing really seemed to work. I finally met an advisor who introduced me to Cash Flow Mapping. After using it for just a couple of months the results have been astounding!

Jared J. Financial Advisor Client

Win More Clients

This collaborative process creates immediate value which builds trust and confidence, leading to more sales.

I recently used CFM with a client and had great results. The simple, easy-to-use format allowed me together with the client to map out their current cash flow and where it is going. It is a great exercise with a couple because it takes them through a systematized "walk through" of their monthly cash flow, only focusing on the main monthly expenses. The end result was we identified $3,000 of free cash flow that was being lost to day-to-day life. By capturing some of that for planning, the clients felt relieved knowing they could obtain the desired 20 percent savings level quicker than they thought. In one meeting we were able to obtain a $2,000 monthly savings commitment. I would highly recommend this tool to other advisers. It is simple, intuitive, and most importantly effective.

Robert P. CFP

Create Raving Fans

Create raving fans who refer clients because of the tangible improvements made in their life now, as compared to the possibility of improvements made in the distant future.

CFM has greatly helped with growing my business through referrals, since people feel like you've made a difference in their lives--and you have! They see the value and tell their friends.

Matt C. Financial Advisor

Find Your Solution

Whether you’re an advisor who wants to up their game, or you need to retain and grow talent, we have a solution.

Solutions For Advisors

Solutions For Teams

Don't just take our word for it...

Advisors and their clients are using and loving Cash Flow Mapping to simplify their cash flow and reach bigger goals.

Stella F. Financial Advisor

"CFM has cut the cash flow review portion of my practice in half, if not more. It is usually introduced in the first meeting, and by the second meeting we have a base line for a new cash flow strategy and resources identified to help clients restructure their savings and spending plan. That is without even making changes to other money flows. Even clients share how easy the program is to project changes in their income and spending, especially in times when their income has been reduced."

Frank R. Financial Advisor

"Prior to using Cash Flow Mapping, I felt very transactional. I would meet with clients, identify a need, and sell them something. After using Cash Flow Mapping, I was able to connect with clients in a more powerful and rewarding way —far beyond selling them something."