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Building wealth doesn't need to involve strict budgeting or sacrificing your lifestyle. Our innovative cash flow management process integrates seamlessly with your daily financial decisions, automating wealth growth and maximizing financial security.
Automatic Savings Without Sacrifice
On average, our clients effortlessly save 28% of their income. Our proven system works with your natural financial habits, making systematic savings feel easy and intuitive.
Full
Financial Control
You always maintain complete oversight of your finances. Working closely with your financial advisor, you optimize how your money moves, ensuring your financial goals and lifestyle preferences remain aligned.
Build Security and Opportunity Simultaneously
Our reservoir system ensures you build emergency funds and opportunity reserves at the same time, maximizing financial preparedness and future investment opportunities.
Protect Against
Lifestyle Inflation
Automatically capturing and redirecting a portion of raises and bonuses means you truly benefit from income growth, steadily increasing your wealth without succumbing to lifestyle inflation.
Our advanced reservoir system automatically captures, safeguards, and strategically allocates your money to build lasting financial security. It simplifies your financial growth, offering clarity and effortless wealth accumulation.
Your Wealth-Building
Foundation
The reservoir account—a sophisticated mechanism that safeguards your money before it reaches your regular spending accounts—protects your resources from impulsive spending, ensuring consistent financial security.
Psychology-Driven
Financial Success
We leverage human psychology, transforming impulsive buying impulses into rewarding financial growth. Each month, you'll see tangible results as your reservoir grows, replacing temporary spending satisfaction with lasting financial confidence.
Flexible, Personalized
Financial Growth
Your reservoir is fully customizable to your changing life circumstances. With guidance from your financial advisor, you can adjust your savings thresholds, ensuring consistent security and optimized wealth accumulation aligned with your unique goals.
Step 1: Set Up Your Reservoir Account
Open an FDIC-insured reservoir account to capture and manage your income.
Step 2: Link Your Financial Accounts
Securely integrate checking, savings, and investment accounts into one centralized dashboard.
Step 3: Define Your Spending Baseline
Identify your monthly spending needs, and Currence automatically moves this amount to your daily spending account.
Step 4: Automate Savings and Investments
Excess funds beyond your baseline automatically flow into savings and investment accounts.
Step 5: Access Real-Time Financial Insights
Track your money effortlessly with clear visuals shared by you and your advisor.
Step 6: Collaborate Strategically with Your Advisor
Leverage accurate, real-time data for proactive financial adjustments and personalized advice.
Step 7: Regular Performance Reviews and Forecasting
Receive insightful monthly reports highlighting progress, ensuring continuous financial improvement and growth.
Our cash flow management software is specifically designed to elevate your financial strategy by seamlessly integrating with your existing accounts, providing advanced insights, and facilitating advisor collaboration.
Real-Time Visibility and Collaboration
Our advanced software platform provides crystal-clear visibility into your financial movements. This allows you and your advisor to make informed decisions, stay aligned, and maintain proactive communication.
Trusted by Financial Professionals
Developed by experienced financial advisors, our software facilitates strategic oversight, informed decision-making, and effective financial planning. With over 10,000 satisfied clients, our cash flow management tools are recognized for delivering tangible, lasting financial results.
True financial independence means controlling your financial future, optimizing spending habits, and wisely managing income growth.
Redirect Impulsive Spending
On average, Americans spend $5,400 yearly on unnoticed impulse buys—ironically close to the national average savings account balance. Our cash flow management system channels these habitual impulses into significant, tangible wealth accumulation.
Manage Income Growth Wisely
Enjoy promotions and salary increases while responsibly building future wealth. For example, when you receive a $1,000 raise, our system strategically allocates funds—allowing sensible lifestyle improvements while significantly bolstering your savings.
Lasting financial security involves systematically building savings, preparing for opportunities, and developing multiple sustainable income streams.
Emergency Funds and Investment Opportunities
Your reservoir automatically builds a robust emergency fund and prepares you for lucrative investment opportunities. With ample resources always at hand, you'll never miss out on chances to enhance your financial portfolio.
Multiple Income Streams
Once your reservoir reaches strategic thresholds, you'll be perfectly positioned to develop multiple income streams, accelerating your journey toward comprehensive financial independence.
Lasting Legacy and Financial Freedom
With systematic wealth growth, you can confidently create a lasting financial legacy. Our structured approach ensures steady accumulation in retirement accounts, educational savings, and long-term investments, protecting your family’s financial future.
Discover how effortless wealth accumulation can be with our advanced cash flow management process. Schedule your Discovery Call today, and start building the lasting financial independence and security you've always envisioned.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.