Small Business Planning and Advice

Knowing your income and expenditures provides valuable insights, helping you to understand what you are spending today and what you can afford tomorrow. Only after you have a thorough understanding of your cash flow can you make key decisions, such as retiring early or downsizing a property.

At Cannon Wealth Management, we’ll examine cash flow models of different strategies to better measure the impact of various decisions you may make. This detailed picture of your assets includes investments, debts, income, and expenditures, which are projected  — year by year — using calculated rates of growth, income, inflation, and interest rates.

Let us help you create a plan.