My name is Allan E Duncan CFP, FMA, CCS
I am a Certified Financial Planner, Financial Management Advisor, Certified Cash Flow Specialist and Licensed Mortgage Associate that specializes in "Behavioral Cash Flow Planning".
Behavioral Cash Flow Planning is the process of helping people become "Debt Free" through Harmonization, Optimization and Monetization. We help you turn your monthly debt obligations, such as your mortgage, credit card and loan payments into equity or assets from the debt and liabilities they currently represent.
Wealth Accumulation Through Credit Harmonization
A Proprietary... Let Me Explain... What Would You Say If... For Most People... How You Win... Debt/Mortgage Killers...
is a proprietary financial planning process that helps our clients create wealth through:
Harmonization - the alignment of their current credit obligations with your current financial goals!
Optimization - the identification of the inefficiencies in your current behaviors and spending patterns and applying the found money to your financial goals and objectives
Monetization - the process of providing you with the opportunity to generate additional income!
We Do This By:
Let me explain what we know to be TRUE!
WATCHfp Can and Will help you achieve all of this!
What Would You Say If?We could:
use an advisor/planner/banker to manage, look at or review their:
What most people DON’T DO is manage their current credit obligations to minimize the amount of profit they provide each month for their:
WE do this through proprietary and copy-rited cash management programs which apply specific financial planning actions and techniques to your personal situation. These techniques will help you:
In fact, this process has helped over 70% of our clients reduce what we refer to as their “Debt Freedom Date” by 10 years or more and saved them thousands if not 100’s of thousands of dollars on their mortgage interest alone!
How Can you Win with WATCHfp?
Works Because we attack your mortgage and debt obligations in 3 ways simultaneously
“WATCHfp” the Mortgage and Debt Killer ProgramPay less and pocket the rest, let us help you become mortgage and debt “FREE”
“In order to qualify you must”
Once Fully QualifiedWe will provide you with your very own “WATCH” Action Plan Portfolio that will contain your personalized