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How often are you Reviewing your Debt Load?

How often are you Reviewing your Debt Load?

May 16, 2019
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When is the last time you reviewed your debt load as part of your overall cash flow?  Our clients tend to have numerous sources of debt -- ranging from student loans, mortgages and personal loans to business, practice and equipment loans, etc.  As part of the planning process, we take the time to understand our clients' debt load and to make recommendations to hopefully alleviate some of the financial strain.  The intent is free up cash flow allowing our clients to make better financial decisions.  

For clients with business or practice debt, it is fairly typical that after a few years some of that debt may need to be refinanced, the intent of the original loan may have changed or equity may have increased possibly allowing more flexibility with their loan structure.  

We are not bankers or lenders... but reviewing our clients' debt loads can allow them to improve their current financial situation.  

If you would like to discuss your current cash flow and associated debt load please reach out to us at