Financial Literacy
Financial Literacy
Opportunities & Wisdom
Opportunities & Wisdom
Conducting a Flow Analysis
To understand clients' financial situations, flow consultants analyze their financial information, including:
1. Credit: Evaluating credit history and scores.
2. Income: Assessing income streams and stability.
3. Assets: Identifying assets and their value.
4. Expenses: Analyzing expenses and areas for cost reduction.
5. Debts: Evaluating debt obligations and developing strategies for debt management.
6. Investment Portfolios: Assessing investment performance and risk.