Cash Flow Check Up
The cash flow conversation is universal and critically important to the health and well-being of your financial plan.
- Income streams have changed, which can affect your debt and taxes.
- Essential and discretionary spending has experienced some creep, which can affect your debt and even goal funding.
- Savings goals have changed, which can affect your discretionary spending.
Sometimes it’s easy to spot when your cash flow gets a little out of balance. Sometimes you may not realize it until it’s too late. Take a few moments to review the [Link Checklist “What Issues Should I Consider When Reviewing Cash Flow? checklist.] It covers several areas that can help shed light on possible planning issues. Are there areas we should revisit?