Cash flow modelling is the map or sat nav to help guide you towards your various financial goals. Things like what you hope to achieve, what you want and need, what you have now and what you could have in the future.
It’s a a piece of software I can use with you and helps provide you with a clear, understandable report which shows how your wealth could change over time, and comparing your current situation with what’s recommended.
As with any journey, routes change, but I’ll be here to assist you. Together, we will agree your financial goals and how you’re going to get there. We will arrange for regular reviews so that we stay on track.