We spend our lives working hard and trying to get ahead. Rarely do we stop, take stock, and consider ‘how soon can I stop doing what I have to do and start doing what I want to do?’ and ‘how much is enough?’. Our Cash Flow Management service sits at the forefront of our planning process. By plotting the various inflows and outflows over your lifetime, we can provide visibility and clarity on how decisions taken today can affect your future.
Why use Lifetime cash flow planning?
Do you know if you are on-track to achieve your longer term financial goals? Like many, you’re not alone if you don’t. Many people do not have a longer term financial strategy in place. Others have a goal, but have no ability to assess the likelihood of it being achieved.
Without some form of strategy in place, it can be difficult to arrive at your destination or make sensible financial decision’s along the way about critical issues such as:
The optimal time to retire
Am I saving enough
The level of risk to take on pensions and investments (why take excess risk, when you may not need to)
Can you afford a large capital expenditure in the future (e.g. University fees, Holiday home)
We can help you to answer many of these questions and plan efficiently for your future. Once we have established your current financial position, we can start to identify if you are on target to reach your goals, and importantly establish any shortfalls or critical pressure points that would derail them, we can then decide how best to allocate assets to keep your plan on course. Inevitably, life will include some unexpected events, so we set regular reviews as part of our on-going service, which are essential to keep you on track. The aim is to work with you to give you a feeling of comfort and control over your future and enable you to live your life the way you want
How much is enough?
We spend our lives working hard and trying to get ahead. Rarely do we stop, take stock, and consider ‘how soon can I stop doing what I have to do and start doing what I want to do?’ and ‘how much is enough?’. Our Cash Flow Management service sits at the forefront of our planning process. By plotting the various inflows and outflows over your lifetime, we can provide visibility and clarity on how decisions taken today can affect your future.
Why use Lifetime cash flow planning?
Do you know if you are on-track to achieve your longer term financial goals? Like many, you’re not alone if you don’t. Many people do not have a longer term financial strategy in place. Others have a goal, but have no ability to assess the likelihood of it being achieved.
Without some form of strategy in place, it can be difficult to arrive at your destination or make sensible financial decision’s along the way about critical issues such as:
The optimal time to retire
Am I saving enough
The level of risk to take on pensions and investments (why take excess risk, when you may not need to)
Can you afford a large capital expenditure in the future (e.g. University fees, Holiday home)
We can help you to answer many of these questions and plan efficiently for your future. Once we have established your current financial position, we can start to identify if you are on target to reach your goals, and importantly establish any shortfalls or critical pressure points that would derail them, we can then decide how best to allocate assets to keep your plan on course. Inevitably, life will include some unexpected events, so we set regular reviews as part of our on-going service, which are essential to keep you on track. The aim is to work with you to give you a feeling of comfort and control over your future and enable you to live your life the way you want
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