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Goals Based Planning

Cash flow planning is used to forecast your future finances. It shows you how much money you could have in the future and whether you are on track to achieve the goals you have for your finances in the future. 

We use cashflow modelling in the practice to help us continue to work to the bespoke plan we have created with you.  At each review we will update your plan and check if you are on track towards achieving the financial goals that we have identified.