Cash Flow & Income Management

Review current income sources: We will look at all current and future sources of known income to assets best uses.

Analyze Expenses: We will look at expenses and develop strategies to best manage those in order to achieve financial goals.

Discuss Irregular Income & Expenses: We will plan for any interruption in income or unknown expenses and how to properly earmark funds for those needs.

Triad Financial Advisors | 3623 N. Elm Street, Suite 102, Greensboro, NC 27455 | (336) 230-0071
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