Chalk Talk: Cash Flow Planning

Posted by Vida Jatulis on Mar 2, 2023

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“MainStreet Chalk Talk”

The MainStreet Financial Planning Discussion Club

When: Tuesday 3-21-23 at 7:30pm Eastern; 4:30pm Pacific

~30-45 minutes

Recorded and able to retrieve for one week

How: Zoom Meeting, Free to ongoing clients; $10 for guests

Email info@mainstreetplanning.com for a copy of the recording.

Cash Flow Planning

Hosted by: Vida Jatulis, CFP^®

Guest commentator:

Caroleen Verly of

Untangle Your Money

Have you tried to improve your cash flow, but you have hit roadblocks or setbacks? Have you tried to get started with a plan for your money, but everything seems too overwhelming…what should you tackle first?

This Chalk Talk is a must for anyone who wants a clear strategy and solid systems in place to know where their money is going. Our guest commentator Caroleen Verly is the founder of Untangle Your Money. She studied Economics at Yale and loves spreadsheets, problem-solving, numbers, and data. Caroleen provides shame-free and judgment-free support to her clients so they can learn to manage their money wisely.

Some of the topics we’ll discuss:

Mindset
Creating a system that works for you: tools & getting organized
Managing the many competing demands on your money
How to know where your money is going
Balancing needs and wants
Staying accountable to your plan
Plus, answers to all your fabulous questions!

Vida Jatulis

vida@mainstreetplanning.com

Vida’s focus is on helping clients prepare for and transition into retirement, addressing the challenges of turning savings into income and making confident Social Security and Medicare decisions. She is passionate about guiding families to navigate retirement with clarity and confidence.

Get Started with Vida

Chalk Talk: Cash Flow Planning