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Long term cashflow planning for a reality based future

Gain insights into cashflow modelling, data collection, setting assumptions, scenario planning, and decision-making for a secure financial future. Learn from Ruth Sturkey, a Chartered Financial Planner, on how to make client-centric choices and build robust financial plans that stand the test of time. Discover the importance of clear assumptions, scenario planning, and effective data gathering techniques to assist clients in navigating their financial journey successfully. Take charge of your financial future today!

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Long term cashflow planning for a reality based future

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  1. Long term cashflow planningfor a reality based future • Ruth Sturkey Chartered Financial Planner, Director, The Red House Consulting

  2. So, who am I . . .

  3. Cashflow modelling • Why? • Do you know where you’re going to, do you like the things that life is showing you….

  4. Gathering data • What data do you need to collect, what objections might the client have and how can you help your client in this process? • It ain’t what you do it’s the way that you do it….

  5. Assumptions • What assumptions do you need, how do you set them and when should they be reviewed? • Let’s face the music and dance

  6. Scenario planning and expectations management • Consider useful client scenarios; what are they and how can they assist in the financial planning process? • It’s not where you start it’s where you finish….

  7. In summary • See the future and make choices • The core of all planning decisions • The importance of robust assumptions • The glue that sticks the client to you • Don’t leave it in a drawer to gather dust • I can see clearly now the rain has gone…

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