Your Financial Journey Mapped Out
Cash flow planning isn't just about numbers on a spreadsheet - it's about understanding how your money moves through your life and making informed decisions about your future.
With over 25 years of experience helping clients navigate their financial journeys, I've seen firsthand how proper cash flow planning can transform uncertainty into confidence.
I currently use Intelliflo Cash Flow Planning software to create detailed, accurate forecasts that help my clients make informed decisions about their financial future.
What is Cash Flow Planning?
Cash flow planning is the process of forecasting your income and expenditure over time to help you make better financial decisions. It shows you when money comes in, when it goes out, and crucially, what's left over for your goals and dreams.
Rather than looking at isolated snapshots, cash flow planning gives you a comprehensive view of your financial life – from today through to retirement and beyond.
Why It Matters
Without proper cash flow planning, you're essentially driving blindfolded. You might know where you are today, but you have no idea what's coming around the corner.
Effective cash flow planning helps you identify potential shortfalls before they happen, optimise your savings strategy, and make confident decisions about major life changes like retirement, buying a home, or starting a family.