Cash Flow Strategies

When we say clients come first, we mean it. Every aspect of our firm makes this promise a priority."

Doug Nelson, CPA, PFS, Advisor

Cash Flow Strategies from TCI Wealth Advisors

Current and future cash flow projections are an essential part of any customized financial plan. They’re also a vital step in measuring and finding potential gaps between where you want to be and where you are now. At TCI, we’ll help you craft a cash flow strategy that bridges the gap and guides you closer to your goals of financial freedom.

Cash flow strategies, now and for the future

At TCI, we know that clarity on your cash flow is incredibly empowering. When you know what comes in, what goes out, and how much is left, you can make more sound financial decisions and find more opportunities to build wealth.

That’s why we offer cash flow strategy as part of our comprehensive financial planning services.


Cash flow projections


Cash flow strategy projections can help you see your money in action, and help guide important financial decisions. You’ll also be able to better understand how other elements of your financial plan, such as tax planning or investment strategy, come into play. If you own a business, these projections are invaluable in creating stability and advising changes.


Create healthy habits


The TCI team will help you start building healthy money habits. We’ll set you up for success with tracking spending, monitoring income, setting goals, allocating resources, adjusting current habits, and more. Your trusted TCI advisor will also encourage you to review your income and expenses regularly, to help you make any necessary adjustments.


Build financial freedom


Achieving financial freedom requires analyzing your cash flow now, finding potential gaps, and shoring up your financial plan. Once you understand your finances today, you’ll be better equipped to start working towards your future cash flow objectives. TCI will help you identify the goals and milestones that make you feel successful and comfortable, and then adapt your comprehensive financial plan to help you get there.

Why choose TCI as your wealth advisors?

Financial freedom is important to you, and an expert-advised cash flow strategy is often the first step toward that goal. However, here at TCI, we know that cash flow isn’t the only support you need. That’s why our wealth advisors and team of experts are here to help you along every step of your financial journey. A trusted advisor will ask questions, provide valuable advice, and help you make informed decisions. These decisions and financial behaviors will set you up for success in the future, as well as ensure you live a fulfilling life today.


A team approach


At TCI Wealth Advisors, we work as a team to ensure that your needs are met and that your cash flow strategy fits your wishes. We also make sure that you have every expert needed to help develop a plan that’s guided by your current (and future) cash flow. From estate attorneys to tax experts, we have a wide network of professionals here to support you.


A fee-only firm


TCI is also an independent, fee-only firm, which means that you’ll work with a dedicated team who knows your situation and accounts intimately. As a fee-only firm, you’ll have transparency on the costs associated with your plan, and you won’t have to worry that our advice is based on commissions or hidden fees.

To learn more about cash flow strategy and our comprehensive financial planning services, contact our team of wealth advisors today. Fill out the form below or call us at (877) 733-1859 to have an advisor contact you.

Talk to us

Contact us to begin the process of your customized financial plan.

All Services

Retirement Planning Icon
Retirement Planning

Retirement planning is about achieving financial freedom–having the ability to spend your time and money as you like. At TCI Wealth Advisors, our goal is to help ensure that your assets align with your definition of a purpose-filled life.

arrow icon
Investment Management Icon
Investment Management

Our investment management approach is all about you. At TCI, we answer your questions, identify your risk tolerances and discuss what’s best for your unique situation. It’s a partnership based on education, communication and trust.

arrow icon
Life Strategy Icon
Life Strategy

We believe that financial success is as much about emotional contentment and well-being, and that each of our clients’ unique life journeys are what ultimately determine their own customized definitions of success.

arrow icon
Financial Education Icon
Financial Education

Educated investors are the most successful investors. Partnering together, we will keep you informed to help you see through the noise of the marketplace to make wise financial decisions.

arrow icon
Cash Flow Strategy Icon
Cash Flow Strategy

Current and future cash flow projections are an essential part of any customized financial plan and a vital step in measuring and finding potential gaps between where you want to be with your plan, versus where you are now.

arrow icon
Investment Strategy Icon
Investment Strategy

Discover your investment goals and what types of savings and investments best help you reach them, taking into consideration your age, timeline, financial situation, risk tolerance and tax implications.

arrow icon
Financial Freedom Icon
Financial Freedom

Achieving comfortable, fulfilling retirement is an extensive process that takes sound planning and years persistence.  Managing your retirement is an ongoing, lifetime responsibility.

arrow icon
Tax Planning Icon
Tax Planning

We’ll help you analyze and reduce tax liability and maximize eligibility for sheltering and  preserving more of your wealth.

arrow icon
Estate Planning Icon
Estate Planning

Estate Planning helps ensure that your family has the financial security and asset legacies you’ve worked hard to establish over your lifetime.

arrow icon
Insurance Planning Icon
Insurance Planning

Insurance Planning is a vital part of evaluating any client’s potential risks and exposure to a chance misfortune or ill-timed life event.

arrow icon
Contact Headshot Image

Let's talk.

Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.

(877) 733-1859

Your Name

Phone Number

Email address

ZIP code