Series 65: 5.2.3.1. Cash Flow/Income Statement

5.2.3.1. Cash Flow/Income Statement

Just because a client appears wealthy on paper doesn’t mean they have ready access to their cash. Likewise, just because a client doesn’t have a bunch of zeros on their bank statement doesn’t mean they can’t invest a good amount of money. Cash flow, or the amount of money that flows in and out of a client’s household, is a critica