They say that necessity is the mother of invention, and nothing could be more true in reference to First Step Cash Management! In the beginning, it was used as a personal finance management tool by the founder, but experience has shown that much of its value is experienced when First Step is also used as a tool for good communication.

Money decisions are indeed emotional decisions. When we start to communicate about those decisions with others, we need a framework that allows all parties to understand the definitions and boundaries of the words that are being used.

We believe First Step Cash Management can be the language that everyone can use to have positive and proactive conversations about life and money. It is the operating system that helps these conversations gel and makes these conversations authentic.