Prudent Cashflow Mentors

By: Prudent Cashflow Mentors  02-Jun-2015
Keywords: Budget

"A customised budget plan just for you and your money" "A real person to be there to help you reach your financial goals" GETTING STARTED WITH YOUR MENTOR 1.Get your Cashflow Mentor up to speed on all your finances using our online forms. 2.Get on the phone with your personal Cashflow Mentor to discuss your money goals and needs. 3.Receive your customised budget plan, that provides a complete view of your money life and step-by-step instructions to make progress on your goals. 4.Follow your Budget plan and relax as you work towards your goals. ONGOING SUPPORT Your own personal Cashflow Mentor is just an email or phone call away to answer any of your questions. TRACK YOUR SPENDING 1. We will use Xero, our online secure technology to ensure all data is accurately inputted to give you an accurate spending snapshot. 2.We may need 5 mins of your time once a week to log into your Xero account to clarify any uncategorised spending from your bank statements. 3.On a weekly basis we will provide you with information in regards to staying on track, we will use snapshots such as a usage warning to give you a clear understanding of potential categories that you are overspending or underspending on.

Keywords: Budget

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