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FLOW CONSULTING ORGANIZATION
(Financial Literacy Opportunities & Wisdom)
FLOW (Financial Literacy Opportunities & Wisdom) FLOW Consulting Group are an organization of women whose compassion and financial sense help guide clients choose services that pertain to their growth in both personal finance and in their business ventures. (Financial Literacy Opportunities & Wisdom)
FLOW CONSULTANTS
A flow consultant, also known as a business strategist advisor or CFO coach, is a professional who provides advice and guidance on various financial matters to individual business owners, or organizations. Their primary role is to help clients make informed decisions about managing their finances, achieve their financial goals, while maximizing their financial resources.FLOW CONSULTANTS
Flow consultants typically possess expertise in areas such as investment opportunities, CASH FLOW planning, tax planning, debt restructuring & risk management, estate planning, and budgeting. They work closely with clients to understand their financial objectives, assess their current financial situation, and develop personalized strategies to meet their goals.
CONDUCTING A FLOW ANALYSIS
They analyze clients' financial information, including credit, income, assets, expenses, debts, and investment portfolios, to assess their financial health and identify areas of improvement.CONDUCTING A FLOW ANALYSIS
Goal setting by Developing 1 - 5 year Plansshort term or long term goals are Based on their analysis, flow consultants create comprehensive financial plans tailored to each client's specific needs and goals. These plans may include recommendations for investment allocation, debt management, retirement savings, insurance coverage, and tax strategies.
Providing Investment Opportunities approved by FLOW
FLOW consultants assist clients in making investment decisions by evaluating different investment options, assessing risk tolerance, and recommending suitable investment vehicles such as scaling their business, purchasing assets, new cash flow strategies, or real estate.Providing Investment Opportunities approved by FLOW
Monitoring and Reviewing Progress
They regularly review clients' financial plans and investment portfolios to track progress, make necessary adjustments, and ensure that clients remain on track to achieve their goals. This involves staying updated on market trends, business conditions, and changes in regulations that may impact clients' business situations.Monitoring and Reviewing Progress
Offering Financial Literacy
Flow consultants educate clients about financial concepts, products, and strategies, empowering them to make informed decisions and improve their financial literacy. They also provide guidance on financial best practices and help clients develop positive financial habits.Offering Financial Literacy
FLOWCONSULTING.ORG
99 Yorkville AveSuite 200 Toronto, ONCanadaM5R 3K5FLOWCONSULTING.ORG
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