Cash Flow and Distribution Planning

As our clients face situations which require a thoughtful approach, we offer our time and planning resources to bring clarity to what often can seem confusing and emotionally draining.

Cash flow planning can manifest itself in retirement distribution planning, debt management, tax planning, and estate planning. A first step is to identify the areas of focus and desired outcomes. From there we can discuss and outline various strategies to reach the end goal.

For some clients, cash flow planning may involve cash flow models of different strategies to better measure the impact of various alternatives. For others, it may involve assistance with budgeting and debt management.