Cash Flow Planning

• The degree to which you are living within or beyond your means, making a budget if necessary.
• Expenditures versus savings required to meet your retirement needs
• How your current standard of living compares with what you might expect in retirement and how inflation plays a part.
• How to convert investment wealth such as stock, real estate, and hard assets into retirement income.

Cash flow planning will make daily financial management easier and financial goals more attainable.