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Image 1 of 1
Image 1 of 1
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Phase 1: Designing the Core of Your Financial Management
Lay the foundation for long-term financial success in this first phase of the Strategic Cashflow Classes. Phase 1 is all about gaining clarity, control, and direction with your money—helping you take that essential first step toward building a financial management system that works for you.
In this hands-on phase, we’ll:
✅ Organize Your Finances—clearly see where your money and where you want it to go.
✅ Understand Cashflow—uncover what’s contributing to positive or negative cashflow and work through reprioritizing how to spend your income.
✅ Create Your MasterSpending Plan—a customized, visual roadmap that aligns your income with your priorities and goals.
✅ Map Out a Starting Strategy—use your current resources to get on track and start creating progress toward your financial goals.
By the end of Phase 1, you’ll have a personalized financial foundation and the clarity to make intentional, confident decisions with your money. Whether you’re starting fresh or seeking to enhance your existing system, this phase aims to equip you with the tools to build a process that grows with your needs.
Phase 1: Designing the Core of Your Financial Management
Lay the foundation for long-term financial success in this first phase of the Strategic Cashflow Classes. Phase 1 is all about gaining clarity, control, and direction with your money—helping you take that essential first step toward building a financial management system that works for you.
In this hands-on phase, we’ll:
✅ Organize Your Finances—clearly see where your money and where you want it to go.
✅ Understand Cashflow—uncover what’s contributing to positive or negative cashflow and work through reprioritizing how to spend your income.
✅ Create Your MasterSpending Plan—a customized, visual roadmap that aligns your income with your priorities and goals.
✅ Map Out a Starting Strategy—use your current resources to get on track and start creating progress toward your financial goals.
By the end of Phase 1, you’ll have a personalized financial foundation and the clarity to make intentional, confident decisions with your money. Whether you’re starting fresh or seeking to enhance your existing system, this phase aims to equip you with the tools to build a process that grows with your needs.