Cash Management and Budgeting

I Don't Need Cash Management -

I Know How To Manage My Money!

If this is true than you should answer yes to these questions.

My family has a savings account?
My family can operate comfortably for three months without a paycheck?
My credit card debt is less than $6,000?

Why Cash Management

Cash management and budgeting is a fundamental part of financial planning. If you don't have adequate sources and availability of discretionary cash flow, many otherwise brilliant financial decisions cannot be implemented.

We use cash management and budgeting to ensure that you have enough cash and other liquid assets

	to conduct ongoing family operations,
	to have an adequate emergency fund to meet unforeseen contingencies,
	to minimize unproductive assets, and
	to prevent shortages of liquid assets from becoming a problem.

Programs

Budget Control

Program will establish spending goals and limits.

Control discretionary expenditures.

Help you live within your means.

Cash Flow Management

Identify cash flow problems.

Review expenditures and debt structure.

Help you cope with periods of negative cash flow.

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