Understanding Cash flow
Cash flow is the movement of money in and out of your personal accounts or business. It involves tracking the cash received (inflows) and the money spent (outflows). At Vivid Financial Counselors, we’ll help you understand cash flow and its importance. Here’s what you’ll learn:
-
Cash Flow Statement Analysis: Learn how to analyze a cash flow statement with a client.
-
Spending Plan Development: Assist clients in creating a spending plan that aligns with their goals.
-
Financial Ratios Analysis: Understand and analyze financial ratios such as debt to income and basic liquidity (savings vs. expenses).
-
Net Worth Statement: Explain its purpose, describe the creation process, and analyze it with a client.
-
Income Strategies: Brainstorm ways to increase income with clients.
-
Budget Evaluation: Help clients evaluate and improve their budgeting process.
Don’t wait to secure your financial success. Contact Vivid Financial Counselors today to schedule your free consultation and get started to empower your financial future.
About
Hello, I’m Bert Delgado, with over four decades of experience in broadcast operations and financial management at a global company, specializing in leading teams and overseeing multimillion-dollar projects with a focus on effective financial management.
​
My passion for financial organization comes from my upbringing and a desire to support younger generations, including my millennial and Gen Z daughters. Raised in a frugal household, I learned the value of savings and financial planning early on. Inspired by my father's foresight in securing our family's future through savings, I founded Vivid Financial Counselors to help others achieve financial security and success.
​
Together, we’ll ensure you’re prepared for any challenges that may arise, while also saving for brighter days ahead.
At Vivid Wealth Financial Advisors, we may not have all the answers, but we excel in knowing where to find them. Our commitment is to provide you with the expert guidance and access to the right solutions for your financial needs.