Preparing for the expected as well as the unexpected is the key to successful cash flow management. When developing client’s financial plan, MintBox Advisory help them assess the liquidity available to fund their short- and long-term expenditures, including family gifting, charitable giving, taxes, tuition needs, home and lifestyle expenses and anticipated financial needs. We then match the funds clients will need to cover these expenses and factor that into their investment portfolio strategy.

Our lifestyle / cash flow planning process is executed through first three (3) sets of meeting with our client, which is explained in detail in our process section, please click here to read more and leave the execution/review section to the customer choice.

That means, once the plan is presented, we allow our customer to execute the same at our platform or anywhere else he/she feel comfortable with.