Cash Flow Planning
We create powerful lifetime forecasts to assess whether you will have sufficient cash to live the life you have worked for
1) The Lifeline Process
This is completed prior to the Lifeline Discovery Meeting.
It will help you calarify your thoughts, plans and objectives for the coming years.
2) The Lifeline Discovery
Meeting to discuss your goals, needs and concerns along with how we can help you.
3) Identify Priorities, Recommendations and Implement Strategies
This process will identify your objectives, cover the alternatives available to you, in order for you to meet your goals and remove any worries or concerns.
It will recommend specific solutions and provide selected implementation strategies.
4) The Planning Stage
An exceptional meeting to discuss, review and amend your Lifeline Wealth Creation Plan prior to implementation.
5) The Instruction and Action Process
A series of meetings to implement recommendations within the Lifetime Wealth Creation Plan.
These can be with or without a Planning Stage meeting.
