Access to cash is essential:
Where will I turn to for emergency funds when I have a cash flow problem? How can my short term savings actually earn something, rather than just sitting there? What should I do when my mortgage comes up for renewal? What are interest rates gong to do over the next few years and what’s the best mortgage option for me to consider? Is there any way I can reconcile the high interest I pay on my mortgage while earning next to nothing on my savings account? How will I save enough money to help with the high costs of post secondary education for my children? How can I teach my children to manage their own savings and start early? How is the new Tax Free Savings Account going to work?
Apple Planning Services Cash Flow Management Strategies:
It’s often been said that people encounter financial problems not because they lack assets, but because they lack sufficient cash flow. We can help you find solutions for many of the cash management issues that you will face during your lifetime.
Personal Monthly Budget Sheet
Currency Exchange Calculator
Looking to improve your finances? I can refer you to a new way of banking.
* Only Mutual Funds and related products referenced are offered through HollisWealth Advisory Services Inc.