Cash Flow Modelling

‘A GOAL WITHOUT A PLAN IS JUST A WISH’ ANTOINE DE SAINT-EXUPÉRY

Cash flow modelling – also known as cash flow forecasting – is a useful, interactive tool we use to help you get a really good understanding of your financial future.

We use high spec, quality cash flow modelling software, into which we feed financial information such as your income, expenditure and savings. We then input details about your financial aspirations – such as when you’d like to retire, how much money you’d like in retirement, what you would like your standard of living to be.

The cash flow modelling software will then ascertain if there is likely to be a surplus or a shortfall, and by how much.

What is the advantage of a cash flow forecast?

Cash flow modelling will show you, in black and white, whether your current financial circumstances will be sufficient to meet you future financial goals and aspirations. It offers a starting point for our discussions about your financial plans and what strategy to adopt.

The Hartsfield team can take this information and work out with you what steps you need to take to make sure you can achieve financial freedom.

Why not call the Hartsfield team to find out how cash flow modelling can help you.