CXS | A Cash Flow Management System that Works!, 12:00 pm

Program Description:

Managing cash flow tends to be an issue for most people regardless of their income level.  On the one hand, you have known expenses, but there are always one-offs and surprises that can catch you off guard.  The fact is that “Life happens” and your expenses aren’t always going to be consistent from month to month.

When people think of cash flow management, they usually think of the infamous “B Word” - BUDGET!  Everyone HATES budgeting –including me!   We hate it because it sounds restrictive and makes you feel like you can never buy things, go anywhere, or have fun. What I’m going to show you in this presentation is not how to budget.  It is a way to manage cash flow so that you are still saving, accomplishing your longer term goals, AND getting to spend money on some of the things you want today.  It will help you determine how much you can spend each month without damaging your longer term objectives and help build a cushion for life’s surprises.

Brief Biography:

Jamie Bosse is a Certified Financial Planner® with KHC Wealth Management in Overland Park.  She strives to help people lead the life they want by living well today, but also planning for the future. She helps clients utilize their time, talents, and resources to reach their goals and build the lifestyle that they desire.

Patrick Amey is a Certified Financial Planner® with KHC Wealth Management in Overland Park.  He is responsible for leading client relationships and focusing on the financial and career path issues that emerging leaders in the corporate and legal communities face.
 

Key Takeaways:

1. Understanding how much can be spent each month on non-necessities.
2. Building an emergency fund.
3. How to structure your bank accounts so that you are saving each month for your future, but also enjoying life today.
4. Being ready for life’s financial surprises.