Financial Management

Financial Management focuses on the client’s net worth and cash flow. Using two scenarios this report shows the value of the advice being given. The documentation includes assumptions, current and projected net worth, cash flow distributions and net worth changes over the next 5, 10 and 15 years. Click here to see a sample of the Financial Management focused planning report.

To build the Financial Management report, in the Report Generation window select Focused Planning, then choose Financial Management from the Report drop-down. Under Scenarios choose the two scenarios that are going to be compared to each other. The cash flow statement page in this report can display any 10 years of detailed cash flow. Use the Cash Flow Display Year drop-down to select the year the Cash Flow Statement starts. Then click the button.