We also look at how any lump sum expenditure, such as helping your children with a housing deposit, paying for a wedding or moving house will affect your cashflow levels.
Does it all sounds a little complicated?
Don’t worry. We’ll walk you through the cashflow modelling process step by step to ensure that we get the clearest possible picture of your expenditure year by year, and work out which source of income or capital is going to pay for it.
That way we can identify any gaps long before they appear and plan for them.
You’ll get an interactive report and a paper copy as part of your financial plan.
Not to mention financial peace of mind to last you a lifetime.