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Cash Flow Check Up

Home » Windward Passages » Cash Flow Check Up

Cash Flow Check Up

Posted on: April 21, 2023

It’s not what you look at that matters, it’s what you see.

– Henry David Thoreau

What to Know About Reviewing Your Cash Flow

Perhaps your income streams have changed and affected your debt and taxes. Perhaps essential and discretionary spending has crept up over time, which can affect your debt and goal funding. Or maybe your savings goals have changed, which can affect your discretionary spending.

Take a few moments to review this checklist to see if there are any areas that may need revisiting.

Other Cash Flow Considerations

As you review your cash flow, questions may come up. We’ve highlighted some of the most frequent questions we hear from our clients. Each question has an associated checklist that highlights key considerations.

  • What should I consider when funding an unexpected expense?
  • What if I experience a sudden wealth event?
  • What accounts should I consider if I want to save more?
  • What should I consider when dealing with high inflation?

While checklists can help you spot great ways to identify different opportunities to consider, we are always available to discuss your finances and goals and to identify what the best opportunities are for you.

Our new Northland Windward office is open!

Our new Kansas City North office is now open. This office is by appointment only but Drew is there most days if you plan to drop by. Our Northland address is:

851 NW 45th St., Suite 106
Kansas City, MO 64116

Photo of the Week

Nick judging a recent Missouri State DECA competition held at Crown Center.

 

This content is provided by Windward Private Wealth Management Inc. (“Windward” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in the individual blog posts will be derived from sources that Windward believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

Windward is an SEC registered investment adviser. The Firm may only provide services in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Windward’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

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OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Hours of Operation:
8:30 am - 5:00 pm M-Th
8:30 am - 3:00 pm Fr
KANSAS CITY LOCATION
851 NW 45th St., Suite 106 Kansas City, MO 64116
Hours of Operation:
By appointment only
913-381-7411

 

Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
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