Lifetime Cashflow Modelling
“If you fail to plan, you are planning to fail” Benjamin Franklin
Lifetime Cashflow Modelling is a detailed process whereby we look at your income, expenditure, assets and liabilities and seek to model how your financial future might look. We use powerful software to help map out how different scenarios and life events might influence and change your financial planning. This also provides an important tool in determining the appropriate level of risk that can be taken within investment assets. Once the initial plan has been established this can be reviewed regularly to monitor progress towards your financial objectives or to help plan when changes occur.
We can provide a range of reports that look at planning for education, retirement, the loss of a spouse/partner, disability, long-term care and coping with the impact of inheritance tax. These reports not only provide the numbers but a narrative explaining the numbers and graphical visuals of your lifetime cashflow.
For more information about lifetime cashflow modelling please contact us.Get in Touch