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Category:
Cash Flow, Budgeting, And Debts, Client Meetings & Client Service Calendar

Cash Flow Review

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.

This guide is a part of the Topic Bundle: Client Service Calendar.

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Account Savings And Contributions Review
Category: Cash Flow, Budgeting, And Debts
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Category: Cash Flow, Budgeting, And Debts
Unexpected Expense Issues
Category: Cash Flow, Budgeting, And Debts
Savings Allocation Decisions
Category: Cash Flow, Budgeting, And Debts
Emergency Fund Issues
Category: Cash Flow, Budgeting, And Debts, Client Meetings & Client Service Calendar

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”
— Advisor from California
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