Work With Us

Your Free Cash Flow Assessment

Dollars and Sense Solutions is a Cash Flow Specialist. If you are having issues with your cash flow or know you could be managing your cash flow better, whether it is personal or business, let’s chat and learn more about each other. The process below is designed to help demonstrate to you the power of a Spending Plan and how it could potentially transform your life.

Step 1

Schedule a 30min Call

You’ll receive an email asking you to complete some basic financial information in preparation for your call.

Step 2

Tell Us More

Complete the information sheets in your booking confirmation email. This information is kept 100% confidential and helps me help you.

Step 3

Spending Plan

During the call, we’ll construct your first Spending Plan of your essential (basic) expenses only to demonstarte the power of our Spending Plan system and highlight any initial cash flow issues identified.

Step 4

Get Started

If you decide you would like to start working with us, we’ll work out which Spending Plan program is best for your needs. We then commence onboarding you straight away so you can get started on your journey to financial freedom immediately!