Cash Flow Review Documents for Clients
The cash flow conversation is universal and critically important to the health and well-being of your financial plan.
Perhaps your:
Sometimes it’s easy to spot when your cash flow gets a little out of balance. Sometimes you may not realize it until it’s too late. Take a few moments to review the attached check list. It covers several areas that can help shed light on possible planning issues. Are there areas we should revisit?
Let’s check in about the ebbs and flows of your income and line it up against your goals. Contact me to schedule a time to have a conversation that can give you confidence that your entire financial plan is pulling in the same direction
Perhaps your:
- Income streams have changed, which can affect your debt and taxes.
- Essential and discretionary spending has experienced some creep, which can affect your debt and even goal funding.
- Savings goals have changed, which can affect your discretionary spending.
Sometimes it’s easy to spot when your cash flow gets a little out of balance. Sometimes you may not realize it until it’s too late. Take a few moments to review the attached check list. It covers several areas that can help shed light on possible planning issues. Are there areas we should revisit?
Let’s check in about the ebbs and flows of your income and line it up against your goals. Contact me to schedule a time to have a conversation that can give you confidence that your entire financial plan is pulling in the same direction
| what-issues-should-i-consider-when-reviewing-cash-flow-2024.pdf |