Get Real With Your Money

Tell Your Money Where to go Instead of Asking Where it Went!

Happiness is a Positive Cash Flow

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Dawn Santoriello, CFP®

Helping clients reach their financial goals with peace of mind and economic confidence.

Cash Flow Mapping

Most budgeting tools are really expense tracking tools. We see the value in tracking your expenses but first you need to know how much you have available to spend. It is the difference between looking in the rear view mirror versus out the windshield. The rear view mirror tells you where you have been. Looking out the windshield shows you where you are heading.


All Financial Roads Lead to Cash Flow

We all know that money doesn’t buy you happiness but I dare you to be happy with a negative cash flow. It just doesn’t work!


Current Problem with Managing Cash Flow

Most budgeting tools are really expense tracking tools. We see the value in tracking your expenses but first you need to know how much is available to spend. It is the difference between looking in the rear view mirror versus out the windshield. The rear view mirror tells you where you have been. Looking out the windshield tells you where you are going.