From the Original Founders & Bestselling Author

The Evolution from Cash Flow Banking to the Rockefeller Method

When we co-founded Cash Flow Banking over a decade ago, we pioneered a revolutionary concept. Today, bestselling author Garrett Gunderson presents its natural evolution—a more comprehensive approach to building generational wealth.

The Founder's Story

In 2010, we launched Cash Flow Banking with a vision to help families optimize their financial strategies using whole life insurance. The concept was groundbreaking and helped thousands.

But as with all innovations, we learned and evolved. After years of implementation, bestselling author Garrett Gunderson realized that cash flow was just one piece of a much larger puzzle. True wealth—the kind the Rockefellers built—requires a more comprehensive approach.

Today, while Cash Flow Banking continues under different management, we've taken our original vision to the next level with the Rockefeller Method, backed by the insights from Garrett's bestselling book What Would the Rockefellers Do?

Side-by-Side Comparison

Cash Flow BankingRockefeller Method
Leadership & Authority
Original founders no longer involved
Led by bestselling author Garrett Gunderson
Method Origin
Based on original concept from 2010
Evolution by the original co-founders
Focus
Primarily cash flow optimization
Comprehensive generational wealth strategy
Certification Standards
Unknown
100+ hours with recertification
Approach
Standardized "factory" model
Personalized boutique experience
Support
Transaction-focused
Ongoing partnership and guidance
Trust Integration
Unknown trust strategies
Full Rockefeller trust methodology
Published Authority
No current published works
Backed by What Would the Rockefellers Do?

Why the Evolution Matters

The Rockefeller Method represents over a decade of refinement, learning, and evolution from the original concept.

Bestselling Author Leadership
Led by Garrett Gunderson, author of multiple bestselling books including What Would the Rockefellers Do? bringing proven expertise and thought leadership.
Original Founder Vision
Continuing the original vision with the wisdom gained from helping thousands of families, not a watered-down version run by others.
Comprehensive Method
Beyond just cash flow to encompass trust structures, family governance, and true generational wealth building strategies.

Frequently Asked Questions

Who created Cash Flow Banking?

Cash Flow Banking was co-founded by Garrett Gunderson and partners over a decade ago. While the concept continues under different management today, Garrett has evolved the original vision into the more comprehensive Rockefeller Method.

Why did you evolve from Cash Flow Banking?

After years of implementation and writing bestselling books on wealth strategies, we realized that optimizing cash flow was just the beginning. True generational wealth requires a more holistic approach, which led to the development of the Rockefeller Method.

Is the Rockefeller Method just rebranded Cash Flow Banking?

No. While both use whole life insurance as a foundation, the Rockefeller Method encompasses trust strategies, family governance, multi-generational planning, and comprehensive wealth preservation tactics that go far beyond cash flow optimization.

What if I'm already using Cash Flow Banking?

We offer complimentary strategy reviews for anyone currently using Cash Flow Banking. Many of our clients have successfully transitioned and enhanced their strategies with the more comprehensive Rockefeller Method approach.

Free Strategy Comparison

Ready to Evolve Your Wealth Strategy?

Whether you're currently using Cash Flow Banking or just exploring your options, discover how the Rockefeller Method can take your wealth building to the next level.

Free consultation for current Cash Flow Banking users