Cash Flow Financial Planning

Videos and Guides branded for you

“Cash flow financial planning”

Key points the video will communicate:

> Cash flow modelling is about testing long-term scenarios

> It provides a wonderful way to make informed financial decisions

> It helps with decisions about tax, protection, investment structures, asset allocation and priorities

> It paints a picture of an individual’s or couples financial future

> It can help identify areas of risk or shortfall

> The adviser/client relationship is key as the cash flow model, prepared by an adviser, requires regular review and updating

 

Please complete the enquiry form below to get a sample of this video sent to you: