fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Already a Member? Login
Need Help?
Refer Friends
GUIDES
All Guides
Categories
General
Cashflow Important Dates & Numbers Recurring New Client Family-Related Service Calendar Debts Caring Loved Ones Divorce Planning College Planning / Funding Deliverable Age-Related Planning 20s-30s Age-Related Planning 40s-50s Age-Related Planning 60s Age-Related Planning 70s
Working / Accumulation Phase
Employee Benefits-related Planning Issues Business Owners Saving For Retirement Stock Options
Retirement / Decumulation
Social Security Healthcare Distributions Misc. Charitable Giving
Tax Planning
Business Owners Review Tax-related Documents Misc Sale of Asset Deductions & Credits Important Tax Concepts & Numbers Taxable Distributions
Insurance Planning
Medicare Property Annuities Life Insurance Long-Term Care Insurance Health Insurance
Estate Planning
Chartible Giving Inheritance Loss of Loved One Step Up Estate Planning Documents
Assets and Investment Planning
HSAs IRAs Annuities House and Home Investments Stock Options
Life Events
Child-Related Job-Related Death Marriage Divorce Sudden Wealth Event Moving/Home-Related Starting Or Selling A Business Starting Social Security Unique Life Event/Other Starting Retirement Medicare-Related Starting RMDs
One-Click Downloads
Full List Of Guides
Guide Recommendation Tool
Guide Recommendation Tool
Go Back
Category:
General

What Issues Should I Consider When Reviewing Cash Flow?

The health of every financial plan depends heavily on sound cash flow planning. Creating a cash flow plan is likely a preliminary exercise conducted at the outset of each of your client relationships. While clients tend to know what they should do, in reality they often fall short of taking even the most basic steps toward tracking and managing their cash flow. You can have a dramatic long-term impact on your clients’ financial well-being by simply increasing their awareness of their spending and promoting discipline and accountability.

To help you guide your clients toward creating and managing a cash flow plan that supports their lifestyle and goals, we have created this checklist. It covers cash flow planning basics, including:

  • Income sources
  • Essential and discretionary spending
  • Debt and taxes
  • Goal funding
  • Monitoring strategies

Click here for a client-facing email template.

Related Guides
What Accounts Should I Consider If I Want To Save More?
Category: General
What Issues Should I Consider If I Experience A Sudden Wealth Event?
Category: General, Working / Accumulation Phase, Estate Planning, Life Events
Should I Take My Pension As A Lump Sum?
Category: General, Retirement / Decumulation
What Issues Should I Consider When Starting Out Financially?
Category: General
What Issues Should I Consider When Funding An Unexpected Expense?
Category: General
What Issues Should I Consider When Dealing With High Inflation?
Category: General
Where Should My Next Dollar Go?
Category: General, Tax Planning
What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?
Category: General

Getting Your Referral Stats

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
Become a Member

Sign Up to Receive Updates

Join our mailing list to be updated as we release new flowcharts and checklists that might be of interest.
  • This field is for validation purposes and should be left unchanged.
Close