Reveal hidden insights in the way your money flows, especially relative to your financial goals. Work with Range to understand how your money comes in, where it's going and how slight modifications could free up funds to do more for you and yours.
How does it work?
Range financial planners will:
Assess current income sources, household expenses, and obligations
Calculate net cash flow
Identify opportunities to retain cash for investment or to eliminate debt faster
Recommend allocation between savings (i.e. cash runway and short-term goals), debt repayment, and investments
Core to growing wealth is gaining tight control over spending. Our team will deliver a full review of your cash flow, allowing you to proactively monitor its status. As you better understand your cash availability, you’ll be able to easily revise your flow model to support your growth goals.
Range financial planners have access to a full suite of industry-leading analysis tools to help you evaluate and optimize your cash flow. Once you share the data required, we'll populate your profile with a cash flow analysis. That way you can view the details of your current and recommended cash flow at your convenience.
Personalized financial planning solutions for a fraction of the cost that traditional CFPs charge
Example Recommendations
Cash Flow Example
Increase contributions to your employer's 401(k) match program
A married couple in a major metro area both work outside the home and are paying a lot for day care. They should both strive to obtain the maximum match of 3% from their employers' 401(k) program. Once the children are older and in school, they should consider raising their 401(k) contributions to 10% of salary to ensure they get on track to meet their retirement goals.
Cash Flow Example
Consolidate credit card debt, and seek a lower-rate bank loan
Credit card debt has grown out of control for a NYC couple trying to save more. They should consider consolidating all credit card debt using a personal loan. Most banks offer loan rates far lower than the average credit card. They should also use any bonuses or windfalls to pay off the bank loan, ASAP. This will reduce monthly payments, save on total interest paid and create a viable plan to eliminate debt.
Still have questions?
Set up a 1:1 call with our team to get a walk through of the product. Just take a moment to create an account and fill out our form. You can also call or text us now at 703-261-4164
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