The Value of Cash Flow Planning

assess client outcomes more accurately over time

logo of the value of cash flow planning across all life stages white paper

By modeling goals and expense funding for each year of a client's projected lifetime, cash flow planning reveals the true impact of chronological and priority goal funding on multiple client goals. With cash flow planning, clients can better determine where their money went and where it will go to help fund their life goals. Cash flow planning can be used at any life stage: early accumulators, mid-career accumulators, pre-retirees, and retirees.

In this white paper, we’ll explain how eMoney can help with:

  • Cash Flow Planning Approach
  • Budgeting and Cash Flow Planning
  • Aggregation and Cash Flow Planning

 

Have questions?

You can call our team at 1-888-362-4612 to set up a free eMoney demo. Ready to come aboard? Click here for your Free Trial.


summit logo 2019 dark blue