Managing future income and expenditure
As part of your financial plan, we’ll give you a unique cash flow projection that sets out both your future income sources and expenditure. It’ll be a complete picture of your financial future and will include future life events – things like early retirement, selling a business, school fees, moving house, downsizing, receipt of inheritances and funding care fees. It helps bring the future into focus and gives you clarity about what you’ll need to meet those future expenses.