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Cash Flow/Debt Management

Client Centered

Managing cash flow well is a fundamental, ongoing responsibility that ensures you are able to pursue and attain other financial goals. By making prudent borrowing decisions, you can ensure you have credit when you need it and avoid becoming overburdened with debt.

As a CPA, John Monaco can help you create a realistic budget, identify where your cash is going each month and evaluate potential opportunities to improve your cash flow through tax strategies and proper debt management. He can help you decide if refinancing, debt consolidation or changing your tax withholding status could improve your financial health. Many people may find they have more resources than expected to pursue other financial goals.

Remember: Wealth management is not just for the wealthy. As a Certified Public Accountant, John Monaco helps clients at all income levels properly manage various aspects of their finances, from family risk management to investments, education planning and estate planning. Clients trust John with personalizing financial solutions geared to their particular life situation.

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