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Investments

Cash Flow System

System: a set of principles or procedures according to which something is done; an organized method or arrangement.

Do you know what date you will be completely debt free?  Do you know when you will reach your retirement savings goal?  If not, that's a problem, but I can help you create a customized Cash Flow Plan using a highly effective Cash Flow System that is used by many Finance Professionals across Canada to put you on the right path.  As a Certified Cash Flow Specialist, I will first show you how much money you can save by reducing interest charges. Then, if you want to proceed, we will work with you to develop your unique Cash Flow Plan based on reasonable and attainable goals.

If you're like most Canadians, you probably didn't take any money management classes in high-school or college because they didn't exist (and still don't).  So, if you're puzzled about how to be a successful money manager, it's not really your fault.  Most of us learned about how to manage our money by listening to and observing our parents, who probably learned from their parents, and so on.  However, there just might be a better way of handling your money.  A Cash Flow Plan can really help.

Everyone has their own ideas on how to manage money, but generally speaking, we all fall into one of several Money Mindsets.  What's your Money Mindset?  Find out by completeing this quick Money Mindset questionnaire and we will automatically email you your results.  Then, you can read about each Money Mindset in more detail by reading the Money Mindset descriptions found in our website Library.

I may not be able to help every client, but I'll certainly do my very best to put you into a better financial position than you are today.  Don't put this off any longer! Just give me a call or email me at j.shinners@mortgagemanager.ca and I will email you an on-line Financial Questionnaire where you can tell me a bit more about your situation.