“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:
