About us
Who we are
CacheFlo is a behaviour-based financial literacy company that makes it easier for people to act on what they learn about money.
What we do
Research has shown that most financial literacy efforts are not working, and it’s evident that there is a significant knowing-doing gap with the current approach.
When you integrate education with tools that people can apply to their unique circumstances, they will be more successful at predicting the impact of their financial choices before they make them. It’s not unusual for our platform to show people how to free up hundreds, if not thousands of dollars a month.
Our mission
Our eLearning and behaviour-based tools allow both professional and individual learners to act on new financial knowledge as they go. As a learner’s life or business changes, they can update their profile and quickly review concepts to keep them on track.
We’re on a mission to prevent money from hurting people. From financial professionals to employers to employees to retirees, CacheFlo has something that can benefit everyone!
Our founder
Stephanie Holmes-Winton is the CEO and Founder of CacheFlo. The concepts that CacheFlo’s products are based on were developed during her decade working as an independent financial advisor from 2001 to 2011. She then sold her practice and took her concept to start a training program for other advisors.
In 2013, Stephanie launched the Certified Cash Flow Specialist designation program (which qualifies for 31 FP Canada-Approved CE Credits). Soon after came the original version of the professional cash flow planning software. Stephanie has written two books on spending and debt: Defusing the Debt Bomb, and $pent. She’s also been a regular contributor in media, including CBC Radio and CTV, and her advice has been featured in publications from coast to coast.
Who we are
CacheFlo is a behaviour-based financial literacy company that makes it easier for people to act on what they learn about money.
What we do
Research has shown that most financial literacy efforts are not working, and it’s evident that there is a significant knowing-doing gap with the current approach.
When you integrate education with tools that people can apply to their unique circumstances, they will be more successful at predicting the impact of their financial choices before they make them. It’s not unusual for our platform to show people how to free up hundreds, if not thousands of dollars a month.
Our mission
Our eLearning and behaviour-based tools allow both professional and individual learners to act on new financial knowledge as they go. As a learner’s life or business changes, they can update their profile and quickly review concepts to keep them on track.
We’re on a mission to prevent money from hurting people. From financial professionals to employers to employees to retirees, CacheFlo has something that can benefit everyone!
