Cash flow financial planning at Powwow, LLC provides a comprehensive understanding of how your income streams flow in and out of your accounts annually. 

By mapping out last year’s income, savings, and taxes, we can plainly see what was left on the table for spending. We can then further break down certain obvious fixed expenses and goals to back into “everything else” spending. If the level of spending turns out to be a problem for the plan’s overall success, we can take the next steps to draft and maintain a budget. But for many, the process alone is eye-opening in terms of understanding what it costs to be comfortable in your current lifestyle. For Powwow, cash flow financial planning allows us to more accurately make assumptions about future spending to ensure a comfortable retirement.