The Steps
The first step to creating a sound budget and solid financial plan is often the hardest. Without the education and knowledge of where to start, how can a person expect to successfully plan for, and control, their financial future? Cash Control Inc. has made this process beginner friendly and incredibly intuitive. Simply follow the 8 steps listed here, starting with our questionnaire (at the bottom of this page), to begin your journey to a secure financial future!
Step 1
Getting Started Questionnaire
Step 2
Establish Smart Goals
Step 3
Determine and Plan for Yearly One Time Expense
Step 4
Determine Monthly Expenses
Step 5
Complete Cash flow Exercise
Step 6
Software Set up
Step 7
Training on Software
Step 8
Weekly telephone support for one month
Our Goal for You is Financial Freedom.
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Packages
I offer packages for my financial assistance services. I have tailored these packages to try and meet different budget levels and also depending on how fast you want to get your financial health back on track. Contact me today!
Package Setup $795
Cashflow/Software Setup and Training.
One month of support calls, once per week*.
Three Months Add on Package
Three Months of Additional Support.
Once per week, 30 minute sessions.
Six Months Add on Package
Six Months of Additional Support.
Once per week, 30 minute sessions.
*This is a one time FEE. Depending on your situation, the payback on this package has ranged anywhere from 2 - 4 months. GST not included.
Getting Started Questionnaire
Am I aware and tracking what I spend on a monthly basis?
Am I prepared for my yearly expenses?
Do I have a payment plan for eliminating debt?
Do I feel in control and do not worry about finances?
Do I have goals and dreams I would like to achieve?
Am I committed to spending 30 minutes a week to make my life better?
If you answer No to any of these questions, let’s have a conversation! Cash Control can help you change the No to a Yes in just a few short months!