A key part of our financial planning services is cashflow planning or cashflow forecasting. But what is is it and why bother with it. Well, we feel it is a key aspect of financial planning. We are able to forecast future cash requirements so that you can manage the process of dealing with potential shortfalls or recognising where there is excess.
Knowing where your finances are today is just the start, on its own it’s not enough.
We work with you to build up a view of your future decisions and use sophisticated lifetime cash flow forecasting software which helps you to see where you are heading.
This helps us and our clients plan and adapt to real life events, before, during and after they happen. It also enables us to work with you to make smarter, more tangible financial decisions, giving us all the information we need to answer those “what-if” scenarios.
In a nutshell it brings a bit of clarity to your financial future, helping you to plan with confidence.
Take a look at our short educational video which we have put together and contact us if you would like us to help you secure your financial future.