Tax Facts

Why Cash Flow Planning is the Advice Clients Want

By Blake Kannady

January 2022

The pandemic has been a catalyst for change. This global, shared experience has accelerated technological advances and cultural shifts that underpin work and engagement practices. As a result, consumers are reassessing their life and money priorities at a time when there is more flexibility than ever to decide when, where and how you earn money. Plans are changing, and financial advice needs to adapt to support these changes.

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