Cashflow Forecasting
How much income could you generate across a lifetime, and what could that mean for your financial journey? At Castlegate, we can help you find out.
Cashflow forecasting involves estimating how your income and expenses could change over the coming years. This helps you gain clarity about your future finances, empowering you to confidently plan ahead with realistic expectations.
At Castlegate, our cashflow forecasting forms part of our ongoing service. It clarifies your current financial position and the distance to your objectives. It helps you answer key questions, such as “Do I have enough money to retire?” or “When could I afford to move to the countryside?”.
Cashflow forecasting does not predict the future. Rather, it outlines a range of possible income and expenditure scenarios based on factors such as your goals, current situation and career. These scenarios are presented using clear visuals, such as timeline-based graphs, to illustrate different “life paths” and what opportunities and risks these might involve.
As your circumstances change, our dynamic cashflow tools allow us to adapt your financial plan to ensure it remains suitable for you. Therefore, it is important to regularly engage with our ongoing service at your annual review to gain the most benefit.
See what is possible by exploring cashflow forecasting as part of our ongoing service. For further information or to discuss your financial goals and situation, please contact us to arrange a free, no-commitment consultation with an adviser.
