Based in Halifax, Nova Scotia, The Money Finder is a financial technology company that specializes in Cash Flow Planning™ training for financial services professionals. Its Certified Cash Flow Specialist™ designation includes proprietary software that allows investment planning professionals generate standardized cash flow plans for their clients. The Money Finder’s approach blends technology and an understanding of human behaviour to help financial professionals give clients sound planning advice they will adopt and maintain. The company has clients throughout North America.
The Money Finder
1888 Brunswick Street, Penthouse Suite
Halifax, NS B3J 2G7Canada