Wednesday, January 22, 2014

Transforming Advisers into CFOs - Budgetary Management

One of the great center pieces of CFO thinking is establishing a reasonable budget with cash flow expectations. It is one of the most neglected areas of financial planning by advisers. Part of budgetary management is debt reduction, which can increase cash flow for monthly dollar cost averaging into savings and investment accounts. Steve and Levi introduce the basics of budgeting as a characteristic of being a CFO.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

Read More About Steve >>

Powered by Ash Brokerage

At its core, Ash Brokerage is about Honoring the Impact ® in the lives of the financial professionals who choose to partner with us — we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways ... Simply put, we make a difference in the lives of people.

Learn More >>
Ash Brokerage

Give Us A Call: (800) 589-3000