The Cash Flow Planner is designed to help you:
- Optimize the way in which your clients pay for their goals. With a pre-defined spending order that takes into account taxes and fees, the Cash Flow Planner helps you help your clients make the most their money (what they’ve already saved, as well as what they expect to receive in the future).
- Assess whether your clients are on track to realize their goals. The Cash Flow Planner provides an at-a-glance, optimal view of how a client’s goals can be paid for and makes it easy to assess client cash flows by goal priority level.
- Show your clients how they can pay for retirement. The new “How Do I Pay for My Retirement?” section of the Goal Achievement Report is an ideal way to show clients whether they are going are to have sufficient cash flows during retirement.
- Engage your clients in meaningful discussions. The report is a great tool for engaging clients in meaningful discussion and helping them understand what actions they need to take today to ensure they will be able to pay for their goals, including retirement, in the future.