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Long term cashflow planning for a reality based future

Long term cashflow planning for a reality based future. Ruth Sturkey Chartered Financial Planner, Director, The Red House Consulting. So, who am I. Cashflow modelling. Why? Do you know where you’re going to, do you like the things that life is showing you…. Gathering data.

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Long term cashflow planning for a reality based future

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  1. Long term cashflow planningfor a reality based future • Ruth Sturkey Chartered Financial Planner, Director, The Red House Consulting

  2. So, who am I . . .

  3. Cashflow modelling • Why? • Do you know where you’re going to, do you like the things that life is showing you….

  4. Gathering data • What data do you need to collect, what objections might the client have and how can you help your client in this process? • It ain’t what you do it’s the way that you do it….

  5. Assumptions • What assumptions do you need, how do you set them and when should they be reviewed? • Let’s face the music and dance

  6. Scenario planning and expectations management • Consider useful client scenarios; what are they and how can they assist in the financial planning process? • It’s not where you start it’s where you finish….

  7. In summary • See the future and make choices • The core of all planning decisions • The importance of robust assumptions • The glue that sticks the client to you • Don’t leave it in a drawer to gather dust • I can see clearly now the rain has gone…

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