We are passionate about Cashflow Modelling and the value it will bring to both you and your clients.
Our cashflow modelling services include:
Cashflow Base Plans
Individual to your client and based on their current circumstances – the foundations and the starting point for all planning scenarios.
Cashflow Planning Scenarios
Illustrations based on your planning strategies and the opportunity to test your theories, allowing you to focus on the “best plan”.
Templated for your business allowing you to personalise each report for your clients. Associating your brand with professional quality cashflows.
Train, coach and help your team develop their own skills whilst limiting the risks and impact of incorrect cashflow models.
Review, assess and provide feedback and guidance on plans you have built, ensuring your clients receive illustrations that are perfectly matched to their current circumstances and future aspirations.
Centre of Excellence
Access to the Future-InSight team when you need it, giving you confidence that you and your team are supported throughout.
Join you to help articulate the cashflows to your clients (primarily Zoom based). This can be especially useful if you are new to cashflow modelling and allows you to learn in live situations.
Update the original plans and provide a clear route-map and sense check for your clients, fully supporting the growing need for demonstrable Fair Value Exchange.
“I’ve had the pleasure of John’s services in terms of constructing Cashflow models for my clients for about 3 years. John helped me firstly to understand the software, taking me step by step through the process. Latterly John was able to add value through fine tuning my various client models, showing me how different scenarios can produce vastly different outcomes. This has helped me to both secure new clients and cement existing relationships.”