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Financial Independence, Cash Management

A wise person should have money in their head, but not in their heart. — Jonathan Swift

Cash Is King!

6 Steps to Financial Independence 


  1. Financial Roadmap - where you are now and where you are going for financial independence. 

  2. Financial Analysis – Cash-flow, 5 Jar System and Net Worth

  3. Goals – Needs and Wants

  4. Projections and Scenarios in financial projections. 

  5. Optimization - Savings, Debt, Risk

  6. Monitoring and Review - like efficient sailing, you need to “trim the sails” 

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