Chalk Talk: Cash Flow Planning

Chalk Talk: Cash Flow Planning

“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 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 Jatulis

Vida joined our MainStreet Financial Planning team in 2022. She utilizes her life and work experiences to help clients develop an action plan for a vibrant and healthy financial life. Vida is a CERTIFIED FINANCIAL PLANNER™ professional with a Master of Science degree in Investments and over 15 years of experience as a Financial Planner, Wealth Advisor, Pension Consultant, Trust Officer, and Portfolio Manager. In addition, Vida has personal experience with struggling and succeeding to reach milestones such as purchasing a home, putting kids through private school, saving for college, achieving debt free status, saving for retirement, raising a family on a single income and much more.

Get Started with Vida

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