Cash Flow Decisions Help

Proposed cash flow

On the “Proposed Cash Flow” tab you will see your client’s current cash flow based on the adjustments and preferences previously selected on the left of the screen. The right side of the screen shows the proposed cash flow with a variety of options that allow you to change age of retirement, mortality ages, and increases or decreases in expenses.

This side-by-side comparison is useful for advisors that wish to add their own financial expertise to the planning process or for client’s that want to explore various options within their current situation.

The notes button on the top left of each graph also provides tips and advice based on planning selections