Cash Flow Planning


As one begins the process of thinking about transition, perhaps into retirement or selling one’s company, the most important issue is how to replace earned income with passive income. Such income can come in myriad forms: pension, social security, rent from real estate, etc. Most often, though, much of it comes from our clients’ investment portfolios. And the distributions that clients require to support their families, along with the composition of their balance sheets, plays a foundational role in the strategy for managing the investment portfolio.

  • Budgeting

  • Multi-year forecasting

  • Risk-based assessment of cash flow scenarios using a Monte Carlo approach

  • Education planning & funding options

  • Social Security benefit analysis & enrollment

  • Retirement planning & advisement

Continue reading: Estate Planning

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