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Bautis Financial

Bautis Financial

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bautis financial secure your castle achieve your dreams

Cash Flow

Two Different Coin Stacks: One Big, One Small. Demonstrates Economic Gap.

One Economy, Two Realities: Why Americans Are Feeling So Different About Money Right Now

November 18, 2025 by Bautis Financial

Luxury hotels are sold out. Premium flights are full. Yet many families are delaying medical care. The economic gap is widening — and the data shows it. Here’s what’s really happening behind the headlines, and how to stay prepared no matter which “track” you feel like you’re on.

Read moreOne Economy, Two Realities: Why Americans Are Feeling So Different About Money Right Now

Financial Planning Checklist: What Issues Should I Consider When Reviewing Cash Flow?

November 29, 2024 by John Williams

While your financial journey is unique, the principles of cash flow are universal. By conducting a regular review and addressing discrepancies, you can ensure your cash flow never gets out of balance.

Read moreFinancial Planning Checklist: What Issues Should I Consider When Reviewing Cash Flow?
How to Tap Into Your Wealth With a Home Equity Agreement With Matthew Sullivan

Episode 90 – How to Tap Into Your Wealth With a Home Equity Agreement With Matthew Sullivan

December 15, 2021 by Bautis Financial

This new way of taking cash out of your home doesn’t involve monthly payments or interest.

Read moreEpisode 90 – How to Tap Into Your Wealth With a Home Equity Agreement With Matthew Sullivan
How to Use Franchises As an Asset Class

Episode 83 – How to Use Franchises As an Asset Class with Jon Ostenson

October 27, 2021 by Bautis Financial

Could franchising be your path to business ownership? Multi-brand franchisee Jon Ostenson discusses the benefits to owning and operating a franchise.

Read moreEpisode 83 – How to Use Franchises As an Asset Class with Jon Ostenson
How Cash Flow Leads to Financial Wellness

The First Step To Financial Wellness

January 19, 2021 by John Williams

It all starts with your cash flow.

Read moreThe First Step To Financial Wellness

The Opportunity Cost Of Our Spending Habits

November 25, 2018 by Bautis Financial

Let's take a look at how minimizing your daily spending habits can improve your financial future, using the opportunity cost calculation.

Read moreThe Opportunity Cost Of Our Spending Habits

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Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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862-205-5800

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  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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