Our Services

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”.

Cashflow Reports

Templated for your business allowing you to personalise each report for your clients. Associating your brand with professional quality cashflows.

Accreditation Process

Train, coach and help your team develop their own skills whilst limiting the risks and impact of incorrect cashflow models.

Assessment Support

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.

Client Presentation

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.

Annual Reviews

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.