Client Login
Contact Us
Call Us
Locations

Cash Flow and Budget Analysis

Ballast Advisors Cash flow and setting a budgetYou can’t calculate where you’re going financially unless you know where you stand now. You’ll need to look at your income and expenses – that is, your cash flow.

  • How much discretionary income do you have after you meet your fixed expenses?
  • How much of that do you feel comfortable saving or investing?

To find answers to these questions, we suggest drawing up a budget.  A budget lets you see how you’re actually spending your money today compared to how you think you’re spending it.  We can you use your budget to help change your spending patterns; and changing your spending patterns is the first step to improving your cash flow.