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
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
Range Finance, Inc. ("Range") is an SEC registered investment adviser headquartered in Tysons, Virginia.
The information presented herein is for educational purposes only and does not constitute investment advice or an offer to buy or sell any security or insurance product. While we believe it to be accurate, we do not guarantee its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Hyperlinks to third-party content are intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Range Finance, Inc. Range Finance, Inc. does not sell insurance or other investment products and does not receive compensation for the referral of investment opportunities to third parties if individuals elect to purchase the investment opportunities through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances.
Range Finance, Inc. does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
All third party trademarks, including logos and icons, referenced in this website, are the property of their respective owners. We provide financial planning services by making non-discretionary recommendations on a client's financial outlook. We do not manage client funds or hold custody of assets. Range Finance, Inc. is an SEC-registered investment adviser. All investing involves risk, including loss of principal. Results are not guaranteed.
Range charts and graphs are for illustrative purposes only and do not reflect actual client information. Such information, charts, and graphs are for illustrative purposes only and are not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or performed in reality