by Advisor Controls | Apr 29, 2021 | Cash Flow Decisions
Retirement assets The first step in entering your client’s assets into the Cash Flow Decisions tool is covering the bases on retirement assets. You can enter your client’s IRAs and Roth IRAs along with 401k and 403b by clicking on the appropriate tab on the left-hand...
by Advisor Controls | Apr 29, 2021 | Cash Flow Decisions
Salary A majority of Americans receive the bulk of their income from a fixed salary. Under the “Salary” tab you can enter in all of the information regarding your client’s annual salary which includes projected increases and retirement age. Underneath that is a...
by Advisor Controls | Apr 29, 2021 | Cash Flow Decisions
Expenses tab Tracking monthly expenses starts by finding the most common and also the largest expense most people have which monthly rent or mortgage. If your client has a mortgage that they are still making payments on, make sure to fill out all of the required...
by Advisor Controls | Apr 29, 2021 | Cash Flow Decisions
Household Information The first tab in Cash Flow Decisions is “Household Information”. This is the basis of getting started with any Advisor Controls tool and requires you to enter your client’s general information including marital status and age. Make sure to select...
by Advisor Controls | Apr 29, 2021 | Cash Flow Decisions
Getting started with Cash Flow Decisions Welcome to Cash Flow Decisions (CFD), this proprietary tool in the Advisor Controls family is designed to assist advisors in mapping out their client’s financial future by analyzing current and proposed cash flow based on a...
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