Financial Planning Services
A cash flow analysis is the backbone of a financial plan and is a primary method for examining how either a family or a business generates and spends money over a specific period of time.
Seeing how changes in factors impact your future cash flows can illustrate the power of the financial levers you have and help you make good decisions with confidence. Regardless of your life stage, understanding your cash flow and knowing what you have available to enjoy life and plan for the future will help to alleviate financial stress.
Financial Planning Area Integration of a Cash Flow Plan
To determine an annual savings amount to fund your retirement, and to project your annual retirement income.
To determine the impact of the loss of cash flow, the transfer of assets for estate planning purposes, and for projecting income and liquidity needs for your heirs after death.
To determine the periodic savings to be set aside for future education costs.
To determine an annualized rate of return based on your annual savings in order to achieve the supplemental income needs desired in post-retirement years.
To establish an adequate cash reserve for expected events and emergencies.