What is a Cash Flow Plan?

A cash flow plan is a visualization of what income is flowing, where it is flowing from, and who controls it. It accounts for current compensation as well as future sources like Social Security, pensions, and deferred comp, ensuring the client knows exactly what they'll have to live on today and tomorrow. Most clients have no clear picture of what their income looks like across their lifetime. A visual cash flow plan changes that. When clients can see the arc of their future income on one page, they make better decisions in the present.

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