Cash Flow Management
made effective with
Andina Advisors

Take control of your cash flow and work towards the lifestyle you’ve always dreamed about.

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The Andina Advantage

Cash Flow Management

Andina clients have access to a personalized website where clients and their advisors can input virtually every aspect of a family’s financial profile. Cash flows, assets, liabilities, and other financial parameters combine to deliver detailed financial statements and forecasting capabilities. In addition, Andina’s performance reporting system feeds investment holding information into the personalized website. The client portal also features a secure document vault that allows you or your tax and legal professionals to store and access important documents such as wills, trusts, contracts, deeds, and insurance policies.

Cash Flow Management in 4 Simple Steps

1

Step 1

Identify the expenses you are incurring.
2

Step 2

Establish appropriate monthly or annual expense amounts in each category.
3

Step 3

Monitor spending with systems to keep expenses within budget.
4

Step 3

Ensure a savings component comes out of cashflow each month.

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