CashPlan is an organization devoted to advising and guiding clients who want to control their financial lives and security. The methods we use to achieve goals make CashPlan different than other organizations; CashPlan designs actionable solutions. This advice, or plan of action, results in a higher possibility of success with less stress.
Using a combination of common sense, financial know-how and your own natural way of approaching change, a plan of action is tailored specifically for your financial obligations, goals and your own way of solving problems.
We need to get to know you. The confidential and private forms you complete and submit provide an understanding of your financial situation, including: your assets and liabilities, income and expenses, future obligations and your long-term lifestyle priorities.
We believe that to look at the real problem you need to scale away your non-essential financial stresses, such as driving your leased Range Rover, or the club memberships that consistently go unused. Other changes may not be as obvious, but if they are common sense solutions they are generally our first plan of action. Make up your own list of discretionary expenses. You may be surprised at the waste each month and the positive changes you can make.
At our first meeting we discuss your financial goals and motivation for change. Making changes in your lifestyle to achieve a financial goal is tough. Those changes can be especially challenging if you have to go through a stressful process. That is a double whammy! CashPlan will ask you to make tough choices, but the process and the call to action will be tailored to your natural ways. This is done through the Kolbe ATM Index(1).
What makes CashPlan unique? Our ability to identify the goal or the problem, our ability to separate solutions into immediate fixes and long-term fixes and our ability to design a plan of action geared to the client’s natural inclination to solve problems.