A well crafted cash flow model (or financial forecasting as we prefer to call it) will show a client if their financial plans are on track or not. Clients can be the most demanding people on earth. But with our financial forecasting service, you can stay on top of their investments and pensions. This enables you to have meaningful conversations with them, about their plans and move forward. No more time spent wading through report after report. Simply speak to us and it’s done!
Keeping on top of the performance of your client’s financial plans can be a full-time job in itself. A detailed and accurate cash flow model built using financial forecasting tools boosts client retention and referrals. A good financial forecast is simply a confirmation of where a client is on their financial journey. It does, however, also show that you clearly know and understand that you are up to date with their financial plans.
It’s one of the universal laws of dealing with clients is that some will want to know everything that’s going on all the time. And sometimes we can’t keep on top of every fine piece of detail. That’s where we come in. When we are looking to undertake financial forecasting on behalf of your client we look through the information you have and ensure it is fit for purpose, researching and updating where necessary. Your clients deserve the right advice for the long term. Our financial forecasting service allows you to deliver this outstanding service.
We are comfortable using Voyant, Truth, CashCalc and Timeline financial forecasting tools. We can also help you select the right tool for the job if you are not 100% sure.