Cashflow modelling
Cashflow planning plays a fundamental part in managing your money in the present as well as safeguarding the financial future for yourself and your loved ones, too.
But in order to put together an effective cashflow plan, a number of factors must be taken into account, over and above your basic incomings and outgoings.
At Bordier Wealth Planning, our detailed cashflow planning analysis can help to clarify your future financial situation, and what you may need to adjust in order to achieve your financial goals as well determine the answers to:
- Am I on track to retire when I want?
- When can I afford to retire, and can I afford to retire early?
- How much and when can I gift to my children?
- Will my wealth sustain my standard of living during retirement?
- Would my family have enough in the event of the unexpected
Our approach
Cashflow modelling is an important part of the advice process and for many clients provides the starting point for their financial plan.
Our cashflow planning tool uses your assets, income and expenditure as well as including assumptions for investment returns and inflation, to forecast into the future.
Importantly our cashflow analysis builds in underlying inflation to ensure any income required is ‘inflation-proofed’ for the future.
How to contact us
If you would like to learn more about how our wealth planners can help, please contact us on 020 7667 6600 or email [email protected].