In the wealth and financial planning process, where can you powerfully add value for a client? How can you give them confidence in the plan you have created for them? And, under the Consumer Duty, clear understanding? The answer: cash flow planning.
Cash flow planning moves beyond the static numbers and brings a client’s financial plan engagingly to life. In one, vivid visual, a client can picture: are they on track to achieve their objectives? What will their regular income be once they retire? Will, one day, there be money left to leave to loved ones?