Built For THAT Moment™
When your client looks at you and asks, “Okay… what do we do next?”
For client advisors, this is the moment you’re expected to lead...
And then there’s the pause.
You’ve reviewed the numbers.
You understand what happened.
But now the conversation has moved past analysis.
And what your client needs next isn’t another report, it’s direction.
Insight isn’t the same as guidance.
Reports, ratios, and dashboards are good at identifying issues.
They surface problems and raise questions.
But when a client is sitting across from you waiting for direction, insight alone doesn’t help you choose a path forward.
That’s the moment most advisory tools weren’t built for.
Advisory confidence comes from structure.
When the numbers are clear but the next step isn’t, advisors need more than analysis, they need a way to think through the moment.
Clear Path to Cash® was built around real conversations, real decisions, and the points where advisors are expected to lead.
Every advisory conversation breaks down into a few predictable moments.
Built for THAT Moment™
Start with the moment you’re in.
When the conversation shifts, the right next step depends on why it shifted.
Choose the situation you’re facing... and start there.
Clarity
When the numbers don’t clearly tell you where the problem is
You have financials, but not a clear diagnosis of what’s actually happening.
Built for clarity and diagnosis... before advice begins.
Decision
When your client looks at you and asks, “Okay… what do we do next?”
They’re done with analysis. They need direction, confidence, and a clear next step.
Built for leading real client conversations with confidence.
Urgency
When cash timing matters and guessing isn’t an option
Payroll, vendors, or growth decisions depend on knowing what cash is actually going to do next.
Built for short-term cash clarity when timing matters.
Choose the tool that fits the moment you’re in.
Each Clear Path to Cash® product supports a different point in the conversation... from clarity, to decision-making, to short-term urgency.
I need clarity and diagnosis.
For understanding what’s really happening beneath clean reports.
When the numbers look fine, but the story doesn’t quite add up.
Clear Path to Cash® - Clarity helps you diagnose reality, surface the real issue, and ground the conversation before decisions are made.
I need help leading real client conversations.
For advisors leading confident conversations and decisive next steps.
When understanding isn’t enough and you’re expected to guide action.
Clear Path to Cash® - Advisor expands the system with guidance, structure, and support to help you lead in real client moments.
I need short-term cash visibility.
When payroll is approaching and timing matters.
Clear Path to Cash® - 13-Week Forecast provides week-by-week visibility so decisions stay grounded in reality, not hope.
Try the AI-powered Clear Path to Cash® interactive demo.
Get instant access to a demo version of the AI-powered Clear Path to Cash® system, preloaded with a sample company so you can explore how it works in real advisory moments.
No credit card.
No setup.
No sales pitch.
Just hands-on access to the system advisors use when clients are waiting for direction.
Mike Milan
Founder, Cash Flow Mike
Built For THAT Moment™
Cash Flow Mike provides the structure, tools, and guidance advisors need when real client decisions are on the line.
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