
Contact us for help understanding your best cash flow strategy.
Investors must make decisions about their goals. When creating a Purposeful Plan with clients—Cash Flow or Growth is a key choice. To help Investors clarify their thinking about Cash Flow, I ask hard questions.
What do you want to happen next? Are you 41, love your job and can’t imagine retiring? Are you 56 and ready to retire yesterday? Is your equity still growing at the rate you think it is? Are you willing to invest outside of San Diego? How aggressive are you willing to be in your next move?
Your answers indicate whether Cash Flow is a realistic choice. Are you geographically bound? Must you manage your properties personally? Is cash flow the best choice, or is a growth approach better for you? Are there mistakes to clean up? There are another dozen questions to answer.