Cash Flow Planning

Cash Flow Planning is not only about creating and following a budget but also about understanding the pattern of spending and sources of income. It's one of the essential elements in financial management. Cash Flow Planning is vital to be adequately understood because it helps you identify your sources of income and how you spend your money.

• Annual Cash Flow Projections to determine if you are on track for your retirement income goals.
• Cash Flow Stress Test under different scenarios: death, disability, early retirement, lump sum vs. pension option, Social Security early election, or delayed benefits.
• Annual Monitoring of your Cash Flow Goals
• Cash Flow Income Tax Analysis