We leverage our quarterly 360-degree reports and a variety of tools to gain a thorough understanding of your cash flow patterns. We will use actual numbers from your bank accounts to fully document spending habits and only then create a reasonable budget as well as financial position summary.
DEFINE YOUR LIFESTYLE NEEDS
After determining how much you earn and spend, we will take the logical next step, which is to project your liquidity needs for a period of time. Our top-notch services will ensure that you have funds available wherever and whenever needed.
WE FOCUS ON THE FULL PICTURE
We provide a complete array of cash flow services, like bill payment, cash management, personal/family financial coordination, as well as management of special purpose vehicles.
We will manage and review:
⦁ Bank accounts for cash top-up
⦁ Budget analysis
⦁ Lifestyle vendor payments
⦁ Credit card bills
⦁ Household invoices
⦁ Capital calls on investments
⦁ Interest payment tracking
⦁ Debt monitoring
⦁ Insurance payments
CASH FLOW PLANNING AND BUDGETING
KORE Consulting LLC offers a slew of cash flow and budgeting services. These services range from projected cash flow reports and annual budget preparation to cash flow management.
Our core services include the following:
⦁ Annual budget preparation
⦁ Cash management
⦁ Budget-to-actual reporting
⦁ Detailed analysis and reporting of spending
⦁ Cash flow projections
Independent of income and net worth, our financial advisors will work with you to gain a deeper and comprehensive understanding of your financial profile.
We will review expenses, financial habits and debt to reveal opportunities, priorities, and strategies which are unique to you and your financial goals.
Using a detailed and thorough budgeting process which covers seasonal expense analysis, our clients will discover innovative and new ways to allocate income, minimize debt and increase savings.
Our ongoing and accurate financial forecasting will provide a window into your future at the same time. Our clients will understand the lifecycle of their cash flow based on a variety of budget scenarios.