What Should I Consider When Reviewing My Cash Flow?
Cash flow is the heartbeat of your financial life. Even with the best intentions, it’s easy to lose track of where your money goes—or how to make it work better for you.

This checklist helps you gain clarity and control so you can create a cash flow plan that supports your lifestyle and long-term goals.

You’ll review:

• Income sources

• Essential vs. discretionary spending

• Debt and taxes

• Goal-based saving

• Simple tracking strategies

Small shifts in awareness can lead to big progress. This guide gets you started.