Cash Flow Planning


Preparing for the expected as well as the unexpected is the key to successful cash flow management. When developing your financial plan, we help you assess the liquidity available to fund your short- and long-term expenditures, including family gifting, charitable giving, taxes, tuition needs, home and lifestyle expenses and anticipated financial needs. Then we match the funds you’ll need to cover these expenses and factor that into your investment portfolio strategy.

COVID-19 UPDATE: We take the health of our employees, clients and community as a top priority. During the COVID-19 crisis, the team at Bordeaux Wealth Advisors will be working remotely and are committed to remaining accessible to those we serve. We will continue to provide financial guidance and advice to help you navigate this challenging financial environment. Please do not hesitate to contact us at 650-289-2927