Do Your Clients Know How Much “Real Money” They Can Spend?

Help your clients better plan their spending for the “must haves” with the Cash Flow Calculator. Map out discretionary spending and saving money more purposefully in the right accounts for emergencies and future wants like security in retirement or the best education for the kids.

Cash flow and income are two different things; but it may be all the same to your clients – how much do I have to spend each month. The difference is the real money they get to keep after taxes. Calculate all the income sources – taxable, non-taxable, return of capital, and windfall – to better understand where money comes from for different purposes: non-discretionary needs (food, clothing, shelter, etc.).Then you can begin to do some discretionary spending – and saving money more purposefully in the right accounts for emergencies and future wants.

See the Cash Flow Calculator in action here and try the calculator yourself, risk free. Your free trial includes access to all 14 Knowledge Bureau Calculators.