Cashflow Planning

A critical part of both building and enabling a Financial Plan is having the cash to meet your lifestyle requirements in the short term, but also putting in place the savings and investments that will fulfil your future ambitions.

The principles of a cash-flow plan are to ensure support for current lifestyle needs and then balance debt reduction (if applicable) with putting money aside for medium to long term goals.

We follow a straightforward process which, analyses your income and expenditure and identifies how you balance these short term demands with the longer term aspirations. This includes building contingency reserves into your cash-flow to ensure you can deal with those unforeseen events, which can arise and need to be dealt with.

As a financial planning client we update and amend your personal cash-flow plan at regular review meetings to reflect changes in your circumstances and future goals.

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