First Step Cash Management, LLC
www.firststepcashmanagement.comCash flow planning system licensed to financial planners for use with their clients. The system helps both the clients and the planners understand, communicate, and manage the client's resources. The system is currently licensed through Money Quotient, a non-profit organization that licenses and trains financial advisors on life planning tools for use in their practices.
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Cash flow planning system licensed to financial planners for use with their clients. The system helps both the clients and the planners understand, communicate, and manage the client's resources. The system is currently licensed through Money Quotient, a non-profit organization that licenses and trains financial advisors on life planning tools for use in their practices.
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