A Financial Planning Checklist: Cash Flow
The cash comes in. The cash goes out. We’re all familiar with how cash flow works. However, are you taking the proper steps to track and manage this crucial piece of your financial plans. That’s why we’ve created a financial planning checklist that addresses cash flow management.
Your Role In The Conversation
Generally speaking, people know what they should do in terms of managing their cash flow. However, as advisors, we know all too well that they struggle to focus and face their spending. We are in the position to give the guidance and discipline that helps drive accurate reflection and self-awareness. In short we are an accountability coach and partner to help you (and your children) form healthy money habits.
The Cash Flow Financial Planning Checklist
To engage in a good income planning conversation, we must introduce “What Issues Should I Consider When Reviewing Cash Flow?” financial planning checklist. It applies to everyone, regardless of age, employment status, or net worth.
It’s true: cash management can make or break a plan. So seize the opportunity to have a transformative effect on your future and facilitate the cash flow conversation.
Our team here at Shore Financial Planning (SFP) always has our clients best interest in mind. As fiduciaries, we’ve taken an oath to prioritize your financial well-being above all else. We’ll treat you with the honesty and integrity you’d expect from someone with whom you are entrusting your future.