It can seem daunting looking ahead and planning for the future. While having savings is a good start, taking control of your finances to ensure your future is secure is hugely important.
We offer a bespoke cash flow planning service that aims to reduce the stress of planning for later life.
What is bespoke cash flow planning?
Your Financial RoadMap does what the name suggests and provides a practical route to help you reach your financial goals. It achieves this through forecasting models and creating a personalised plan for your circumstances.
The models offer a variety of scenarios based on your risk appetite to show varying levels of return using information provided by you on your assets and income. While it can seem uncomfortable talking openly about money if you’re not used it, the models work most effectively with full transparency.
Brunsdon Financial are proud to use comprehensive planning tools to offer our financial road map service to clients and our experienced advisers are committed to putting you at ease so that you get the best out of it. They will guide you through the process and ensure that all relevant information is factored in to make sure you receive the most accurate forecast possible.
Is cash flow planning right for me?
Here at Brunsdon Financial, we believe that planning for the future, not to mention the unexpected, are important aspects of achieving positive financial wellness.
By analysing your cash flow, you can ensure that not only are you getting the best out of your savings, but that you’re on the path which will take you to where you financially want to be in life.
If you have an idea of where you would like to get to financially, but you’re either unsure how you’ll realise your plans or you’d like the reassurance of knowing you’re on the right track, bespoke cash flow planning could be for you.
How does it work?
Let’s look at an example of how cash flow planning may work.
Say you are looking ahead to retirement and are wanting to maintain the same standard of living you have currently. The cash flow modelling tools we use can forecast the likelihood of this, considering your attitude to risk. Additionally, it could also incorporate differing variables such as changes in attitude to risk and unforeseen circumstances, like a market fall.
It’s also possible to factor in other income streams that you may have later on, making it fully comprehensive and tailored to each stage of life.
We know life can be unpredictable. That’s why Your Financial Roadmap could help you to feel secure when it comes to planning for the future and get you on the right path to achieving your financial dreams.
Sound good? It’s never too late to start planning for the future. Why not consider putting a plan in place today?