Cash Flow Analysis
You may have the fear that you may run out of money before running out of breath. Life expectancy continues to increase and health care costs continue to rise put many at risk of outliving their assets.
By analyzing your cash flow situation, we are able to calculate if you’re on track for retirement so you can have that peace of mind. If you’re not on track, we can help get you there.
How We Perform a Cash Flow Analysis
To analyze your cash flow we look at all of your income sources, fixed expenses, discretionary expenses, taxes and savings. This allows us to get a better understanding of your financial situation and gives us the ability to project future scenarios.