The adage "money can't make you happy" may be true, but on the other hand, a lack of money can make you very unhappy. Feeling disorganized and frustrated with your finances can lead to many unpleasant emotions including feelings of uncertainty, fear and even panic. 

For many, financial concerns, and the emotions around this, can result in avoiding the issue altogether until things reach a crisis point. This often becomes a lifelong cycle.

At CashControl, we help by working with you to stop that cycle. We will teach you how to track your spending, create a budget that will achieve your financial goals, and see how you can live within your means and reduce financial stress.
​The Process
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  1. Getting Started Questionnaire
  2. Establish Smart Goals
  3. Determine and Plan for Yearly One Time Expenses
  4. Determine Monthly Expenses
  5. Complete Cash-flow Exercise
  6. Software Set up
  7. Training on Software
  8. Weekly telephone support for one month
​​Getting Started Questionnaire 

If you answer No to any of these questions, let’s have a conversation. CashControl can help you change the No to a Yes in just a few short months.

  1. I am aware and tracking what I spend on a monthly basis
  2. I am prepared for my yearly expenses
  3. I have a payment plan for eliminating debt
  4. I feel in control and do not worry about finances
  5. I have goals and dreams I would like to achieve
Package and Follow Up Plans
Initial Package:

​This one time fee includes: cashflow analysis, goal planning, preparation for yearly or one time expenses, budget software setup and training. Once this initial process is complete, (usually 3-5 sessions) we will have 4 support sessions on a weekly basis to make sure you are on track and comfortable executing your plan.
3 Month Follow Up Plan

​Provides 12 additional weekly support calls up to 60 minutes once per week after Initial Package is completed.

These sessions are to help you keep on track and problem solve any issues.

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6 Month Follow Up Plan

​​Provides 12 additional weekly support calls up to 60 minutes once per week after 3 Month Plan is completed. 

These sessions are to help you keep on track and problem solve any issues.