Articles by Devin Rivera

About the author:

Devin Rivera

Account executive

Devin started with Advicent in the support department, working with existing partners to help them leverage our tools. Now on the Advicent sales team, he works to help advisors find the solutions that best suit their needs. Devin believes that, in any aspect of life, a well-made plan provides freedom. He is here to enable advisors to help their clients achieve financial freedom.

Five common myths about cash flow financial planning

A number of articles have been written extolling the virtues of cash flow planning as part of the financial planning process. After years of speaking with advisors, I’ve heard many misconceptions regarding the cash flow planning portion. In hope of clearing this up, here are the five most common cash flow planning myths that I’ve run into.

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