Linking Cash Flow Management and Life Planning: Your Most Important Client Conversation

Amy Mullen will be giving this hour long presentation at the AFCPE® Symposium in Portland Oregon. Many other members of the MQ team will be there so stop by and say hello!

If you would like to know more about AFCPE®, check out the webinar we did with Rebecca Wiggins, Executive Director at the AFCPE®. She helped us understand what they do and how their work aligns with what we do in the Money Quotient community.


Cash flow management and life planning are services that provide immeasurable value to financial planning clients.  By integrating these two processes, research shows that you will be more effective in engaging your clients and empowering them to affect positive change in their lives.  Help your clients to focus on what is truly most important to them, and provide tools that will allow them to survive and thrive in all market conditions.   In addition, you will develop long-term client relationships by initiating life changing conversations and providing a service that is central to their financial well-being.

Learning Objectives

  1. Explore the reasons why most advisors want to avoid cash flow and life planning conversations. 
  2. Learn how linking cash flow management and life planning will facilitate effective goals-based financial planning.
  3. Learn how to create a powerful decision-making framework based on your client’s own values and priorities.


Everyone is welcome to attend this three day symposium put on by an organization that Money Quotient is so proud to be a member of. Click HERE for more information!