# data[].attributes.headline
“Because clients come in at different stages of life and finances, I always felt like I had to recreate my process with everyone—or worse, was just filling a problem with a product. Cash Flow Planning™ helps me start in the same place with everyone and provide true financial planning. The process is consistent and the plans are unique.”-Christine Lang

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“Because clients come in at different stages of life and finances, I always felt like I had to recreate my process with everyone—or worse, was just filling a problem with a product. Cash Flow Planning™ helps me start in the same place with everyone and provide true financial planning. The process is consistent and the plans are unique.”-Christine Lang

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“It is much more enjoyable and rewarding to focus on something one wants, and to know there is a plan in place to make it happen. Something measurable that one can feel good about. A written plan supported by a CCS™, who is there to quarterback the plan. My clients now feel they don’t have to ‘do it alone’ and I get to be there when they celebrate their success.”-Elanda Kowalchuk

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“It is much more enjoyable and rewarding to focus on something one wants, and to know there is a plan in place to make it happen. Something measurable that one can feel good about. A written plan supported by a CCS™, who is there to quarterback the plan. My clients now feel they don’t have to ‘do it alone’ and I get to be there when they celebrate their success.”-Elanda Kowalchuk

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“The Money Finder program was the second such quantum leap,” he says. “At Financial Wealth Builders, we have always been very proud of our approach to financial planning; we use a great model to help clients get the highest income possible for retirement, while preserving their estate. While the models and planning have always been met with great enthusiasm, we came to realize that we couldn’t help and work with as many clients as we would have liked to.-Ennio Longo

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“The Money Finder program was the second such quantum leap,” he says. “At Financial Wealth Builders, we have always been very proud of our approach to financial planning; we use a great model to help clients get the highest income possible for retirement, while preserving their estate. While the models and planning have always been met with great enthusiasm, we came to realize that we couldn’t help and work with as many clients as we would have liked to.-Ennio Longo

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Christina Flemming, Communications CoordinatorTyler Monteyne: Q: What is the best thing about being a Certified Cash Flow Specialist™?A: "We work in a very competitive industry so value added services for clients is a must and being able to deliver a financial road map to people is worth its weight in gold."

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Christina Flemming, Communications CoordinatorTyler Monteyne: Q: What is the best thing about being a Certified Cash Flow Specialist™?A: "We work in a very competitive industry so value added services for clients is a must and being able to deliver a financial road map to people is worth its weight in gold."

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Cash Flow Planning™ has worked for me, and I’m amazed at the results in my own financial life. My wife is now retired and we are debt free. My plan is to work with clients and give them the freedom that I’m experiencing as long as I’m able to do so.”       -Greg Wilson

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Cash Flow Planning™ has worked for me, and I’m amazed at the results in my own financial life. My wife is now retired and we are debt free. My plan is to work with clients and give them the freedom that I’m experiencing as long as I’m able to do so.”       -Greg Wilson

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Christina Says: On Monday, James Bilcox posted a call for a CCS in Vancouver to take a referral: “If you are a CCS on Vancouver Island, please reach back to me as I have a referral for you. The mother of a daughter I have done a cash flow plan with. Thank you. JB.”This is exactly the kind of CCS Comunity building we like to see! Richard Mckenster reached out and responded. 

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Christina Says: On Monday, James Bilcox posted a call for a CCS in Vancouver to take a referral: “If you are a CCS on Vancouver Island, please reach back to me as I have a referral for you. The mother of a daughter I have done a cash flow plan with. Thank you. JB.”This is exactly the kind of CCS Comunity building we like to see! Richard Mckenster reached out and responded. 

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“Because clients come in
at different stages of life and finances, I always felt like I had to recreate
my process with everyone—or worse, was just filling a problem with a product.
Cash

Flow Planning™ helps me
start in the same place with everyone and provide true financial planning. The
process is consistent and the plans are unique.”

-Christine Lang

# data[].attributes.subject
“Because clients come in
at different stages of life and finances, I always felt like I had to recreate
my process with everyone—or worse, was just filling a problem with a product.
Cash

Flow Planning™ helps me
start in the same place with everyone and provide true financial planning. The
process is consistent and the plans are unique.”

-Christine Lang

# data[].attributes.headline
“It is much more enjoyable
and rewarding to focus on something one wants, and to know there is a plan in
place to make it happen. Something measurable that one can feel good about. A
written plan supported by a CCS™, who is there to quarterback the plan. My
clients now feel they don’t have to ‘do it alone’ and I get to be there when
they celebrate their success.”

-Elanda Kowalchuk

# data[].attributes.subject
“It is much more enjoyable
and rewarding to focus on something one wants, and to know there is a plan in
place to make it happen. Something measurable that one can feel good about. A
written plan supported by a CCS™, who is there to quarterback the plan. My
clients now feel they don’t have to ‘do it alone’ and I get to be there when
they celebrate their success.”

-Elanda Kowalchuk

# data[].attributes.headline
 

 

“The Money Finder program
was the second such quantum leap,” he says. “At Financial Wealth

Builders, we have always
been very proud of our approach to financial planning; we use a great model to
help clients get the highest income possible for retirement, while preserving
their estate. While the models and planning have always been met with great
enthusiasm, we came to realize that we couldn’t help and work with as many
clients as we would have liked to.

-Ennio Longo

# data[].attributes.subject
 

 

“The Money Finder program
was the second such quantum leap,” he says. “At Financial Wealth

Builders, we have always
been very proud of our approach to financial planning; we use a great model to
help clients get the highest income possible for retirement, while preserving
their estate. While the models and planning have always been met with great
enthusiasm, we came to realize that we couldn’t help and work with as many
clients as we would have liked to.

-Ennio Longo

# data[].attributes.headline
“Cash Flow Planning™ has
worked for me, and I’m amazed at the results in my own financial life. My wife
is now retired and we are debt free. My plan is to work with clients and give
them the freedom that I’m experiencing as long as I’m able to do so.”       

-Greg Wilson

# data[].attributes.subject
“Cash Flow Planning™ has
worked for me, and I’m amazed at the results in my own financial life. My wife
is now retired and we are debt free. My plan is to work with clients and give
them the freedom that I’m experiencing as long as I’m able to do so.”       

-Greg Wilson

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Charlene- Phil Metrailler (advisor course completed)- left me a message on my phone saying that he was pleased to hear about the new position of " Financial Advisor Coach". He said he is waiting for this, as he is looking forward to being coached and feels that this will be tremendous help to him and this addition may be the reason for staying in the program.

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Charlene- Phil Metrailler (advisor course completed)- left me a message on my phone saying that he was pleased to hear about the new position of " Financial Advisor Coach". He said he is waiting for this, as he is looking forward to being coached and feels that this will be tremendous help to him and this addition may be the reason for staying in the program.

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Dale Dyck also emailed and said: Greetings Team Money Finder, This was by far the best email I have received all day! The fact that you are putting together a team of Advisor Coaches is great news to me. As one who has wholeheartedly bought in to the great process you have assembled, this is by far the best part you have added. In my opinion, the processes are spectacular, the software is stellar, the vision is outstanding, but the part that you are putting out there as the next step will touch the “people part” of the CCS community. I love this! (Big Applause),

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Dale Dyck also emailed and said: Greetings Team Money Finder, This was by far the best email I have received all day! The fact that you are putting together a team of Advisor Coaches is great news to me. As one who has wholeheartedly bought in to the great process you have assembled, this is by far the best part you have added. In my opinion, the processes are spectacular, the software is stellar, the vision is outstanding, but the part that you are putting out there as the next step will touch the “people part” of the CCS community. I love this! (Big Applause),

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Hi Charlene,Steve saw the Facebook post from The Money Finder. He wanted to thank you for all your efforts regarding this issue. Thanks for listening and addressing his concerns.Have a great day  Susanna Whelpleysusanna@swellwealth.comSwell Private Wealth

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Hi Charlene,Steve saw the Facebook post from The Money Finder. He wanted to thank you for all your efforts regarding this issue. Thanks for listening and addressing his concerns.Have a great day  Susanna Whelpleysusanna@swellwealth.comSwell Private Wealth

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to meHi Charlene,Steve saw the Facebook post from The Money Finder. He wanted to thank you for all your efforts regarding this issue. Thanks for listening and addressing his concerns.Have a great daySusanna Whelpleysusanna@swellwealth.comSwell Private Wealth

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to meHi Charlene,Steve saw the Facebook post from The Money Finder. He wanted to thank you for all your efforts regarding this issue. Thanks for listening and addressing his concerns.Have a great daySusanna Whelpleysusanna@swellwealth.comSwell Private Wealth

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Christina Flemming, Communications CoordinatorI was helping Shirley Watson with marketing pamphlet copy this week and she sent me a really nice email: Hi Christina,In my environment where no response seems to be the norm - you blow it out of the water!!!!!!!!!!!!!!!!Whenever I reach out to you, I feel like what I am trying to do in my business.... matters.Not only do you read, you respond in a way that lets me know you thought about it, considered the information and then gave me more, to do better with.You make my day - every time!

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Christina Flemming, Communications CoordinatorI was helping Shirley Watson with marketing pamphlet copy this week and she sent me a really nice email: Hi Christina,In my environment where no response seems to be the norm - you blow it out of the water!!!!!!!!!!!!!!!!Whenever I reach out to you, I feel like what I am trying to do in my business.... matters.Not only do you read, you respond in a way that lets me know you thought about it, considered the information and then gave me more, to do better with.You make my day - every time!

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Christina Flemming, Communications CoordinatorAlso James Bilcox wrote a novel in the new CCS Facebook group on his Cash Flow Planning success - here is part of what he wrote: Some recent client dreams fulfilled...A Vegas trip to race Exotic Cars - May 2016 Completed! A client who wants to study overseas w/ complete career re-invention...arrangements booked Fall 2016. I'm on my own cash flow plan and am going to Israel end of Jun 2016! My Ft. Mac cash flow plan clients who were disrupted by the fire devastation were more nimble than others as a result of confidence in their cash flows and easy adjustments we were able to make! They are back to work after evacuation w/ baby on the way...quickly resumed their auto savings strategies after a brief grace. So I can tell you for sure that cash flow planning is making a deep impact in the community in a number of trans-formative ways.

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Christina Flemming, Communications CoordinatorAlso James Bilcox wrote a novel in the new CCS Facebook group on his Cash Flow Planning success - here is part of what he wrote: Some recent client dreams fulfilled...A Vegas trip to race Exotic Cars - May 2016 Completed! A client who wants to study overseas w/ complete career re-invention...arrangements booked Fall 2016. I'm on my own cash flow plan and am going to Israel end of Jun 2016! My Ft. Mac cash flow plan clients who were disrupted by the fire devastation were more nimble than others as a result of confidence in their cash flows and easy adjustments we were able to make! They are back to work after evacuation w/ baby on the way...quickly resumed their auto savings strategies after a brief grace. So I can tell you for sure that cash flow planning is making a deep impact in the community in a number of trans-formative ways.

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Gerry Rubinstein- I am starting to pair up with accountants to complete cash flow plans for their clients. The accountants are just blown away with the process and how it is going to help their clients. They are anxious to start working with me! I am so happy that I have my designation.

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Gerry Rubinstein- I am starting to pair up with accountants to complete cash flow plans for their clients. The accountants are just blown away with the process and how it is going to help their clients. They are anxious to start working with me! I am so happy that I have my designation.

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Charlene- I spoke to Jennifer Slade- She said that she has been a Financial Planner for over 10 years and she has never seen anything like this "Cash Flow Planning"....and how it will control overspending on a weekly basis rather then on a monthly basis. "This is the missing piece to my Financial...

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Charlene- I spoke to Jennifer Slade- She said that she has been a Financial Planner for over 10 years and she has never seen anything like this "Cash Flow Planning"....and how it will control overspending on a weekly basis rather then on a monthly basis. "This is the missing piece to my Financial...

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Christina Flemming, Communications CoordinatorThis is only a snippet of the great things that Ennio Longo said about the CCS when I interviewed him for his press release: Money Finder came along at the exact right time. I’ve always been excited to help clients and I wanted to know what they wanted to do but I could only help them in the long run. Well, they care about the short term too, the short term is what keeps them up at night, the short term is what they talk about daily, the short term is what occupies the conversation around the dinner table and what dominates the conversation during sleepless nights. I have found tremendous acceptance of the program and appreciation for the fact that we are addressing what they want now. At the very least, this forces us to really listen to them and understand their entire financial snapshot.  Not only can we help them get what they want today, not only can we help them reduce their stress level, but now they are more receptive to long term planning as well and it’s something they can afford today. It truly has become a holistic financial planning approach. 

# data[].attributes.subject
Christina Flemming, Communications CoordinatorThis is only a snippet of the great things that Ennio Longo said about the CCS when I interviewed him for his press release: Money Finder came along at the exact right time. I’ve always been excited to help clients and I wanted to know what they wanted to do but I could only help them in the long run. Well, they care about the short term too, the short term is what keeps them up at night, the short term is what they talk about daily, the short term is what occupies the conversation around the dinner table and what dominates the conversation during sleepless nights. I have found tremendous acceptance of the program and appreciation for the fact that we are addressing what they want now. At the very least, this forces us to really listen to them and understand their entire financial snapshot.  Not only can we help them get what they want today, not only can we help them reduce their stress level, but now they are more receptive to long term planning as well and it’s something they can afford today. It truly has become a holistic financial planning approach. 

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Darcy -Judy Jenkins sent an email to Help telling us about an experience with a client while trying to get to their "Why".  The client started talking about vacations and retirement, and then eventually got to this point:"One should never assume!He talked very excitedly about his dream of the Everest trip and a bit about the others.When I asked him to prioritize his dream list, I was astounded.His INSTANT and IMMEDIATE reaction was "money to help Parker in life".  That's his 8 year old son.His eyes welled up with tears, his face flushed and was unable to talk for a few seconds.How neat is that?  Not that my client was crying, but that he was so absolute in his dream for his son.  :)Hugs, Judy"

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Darcy -Judy Jenkins sent an email to Help telling us about an experience with a client while trying to get to their "Why".  The client started talking about vacations and retirement, and then eventually got to this point:"One should never assume!He talked very excitedly about his dream of the Everest trip and a bit about the others.When I asked him to prioritize his dream list, I was astounded.His INSTANT and IMMEDIATE reaction was "money to help Parker in life".  That's his 8 year old son.His eyes welled up with tears, his face flushed and was unable to talk for a few seconds.How neat is that?  Not that my client was crying, but that he was so absolute in his dream for his son.  :)Hugs, Judy"

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Lyndsey Pettipas Login to Tribe Central - Thank you so much. I have logged in changed password. The site looks great!!! Warm regards, Marie T. DeLauretis

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Lyndsey Pettipas Login to Tribe Central - Thank you so much. I have logged in changed password. The site looks great!!! Warm regards, Marie T. DeLauretis

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Jen Bain- Said that she really likes see the progress she is making and that going in to view her progress helps to motivate her.

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Jen Bain- Said that she really likes see the progress she is making and that going in to view her progress helps to motivate her.

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Christina Flemming, Communications CoordinatorDaniel Frost This package is terrific! (comment on July monthly marketing package) 

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Christina Flemming, Communications CoordinatorDaniel Frost This package is terrific! (comment on July monthly marketing package) 

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Carsten Sorenson- I went over a plan he entered in the TMF Pro software, with him and he was excited about the money his clients had in the "Gap"...he said this program is amazing! 

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Carsten Sorenson- I went over a plan he entered in the TMF Pro software, with him and he was excited about the money his clients had in the "Gap"...he said this program is amazing! 

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charleneThais McKee- "I'm enjoying the material, it is hugely advantageous for my clients".Charlene

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charleneThais McKee- "I'm enjoying the material, it is hugely advantageous for my clients".Charlene

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Customer Joy Comments from  Rachelle Montgomery... she said today that she inspires to be like Stephanie...that she wants differentiate herself form other advisors in her area and completing cash flow plans is the answer.

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Customer Joy Comments from  Rachelle Montgomery... she said today that she inspires to be like Stephanie...that she wants differentiate herself form other advisors in her area and completing cash flow plans is the answer.