How it works
Money Found
$1,500
The Gap
Total Income
Monthly $5,000
Committed Cash Flow
Monthly $2,253
Spendable
Monthly:
$1,247.00
$288/week
Caution
Safe
Danger
$300
$300
$500
$400
Monthly
Monthly
Monthly
$100
Vacation fund
$0
Monthly
Principal payments
Emergency savings
Retirement savings
$0
$0
New
Current
Frequency
Connect with your clients
Instantly send your clients a personalized client intake through CacheFlo Advise to collect their financial information.
Give your clients control
CacheFlo Advise calculates a personalized spendable number to make better spending decisions easier for your clients, while still giving them control.
S
Stephanie Holmes-Winton
to me
Hi Jane,
Your first step is to create your Winton account, which will provide me with the necessary financial information to start building your strategy.
Sign up for Winton
Spendable
Monthly:
$1,247.00
$288/week
Caution
Safe
Danger
Invest in your clients' future
CacheFlo Advise can quickly find your clients more money for you to put towards their financial goals, such as going on vacation, becoming debt free, and securing their retirement.
Keep your clients on track
Quickly create a custom report in CacheFlo Advise that outlines your clients' strategy, so they know how to stay on track.
Savings
Debt Reduction
Short-Term Goals
Who you can help
Borrowers
Increase lending referrals
Pre-retirees
Maximize planning opportunities
Gain competitive advantage
Create deeper connections
Home buyers
Reduce initial risk evaluation
Young professionals
Build financial capability
Transactional clients
Compete beyond products
Try CacheFlo Advise today
Start free trial
