Cash Flow
Use these resources to help you better entering and working with assets and liabilities. This includes data entry, asset assignment, and defining distribution order.
Take Action Webinars 1
Cash Flow Planning: Leveraging the Capabilities of NaviPlan
Topics Covered:
- Best practices for planning from a cash flow perspective
Videos 3
Establishing Cash Flow
Topics Covered:
- Entering incomes, defined benefit pensions.
- Establishing fixed and discretionary expenses.
- Adding surplus expenses.
Modelling the Sale and Purchase of a House
Topics Covered:
- Modelling the future sale of an asset, such as a residence.
- Using proceeds from the sale toward mortgage payoff.
- Modelling the downsizing of a residence in Scenario Manager.
Cash Flow Planning in the Presentation Module
Topics Covered:
- How the interactive Cash Flow Planning presentation can encourage active client engagement.
- Strategies to start the conversation of assessing clients' cash flow and net worth situations.
- Using the presentation as a launching point for further goal analysis.
Functional Documents 2
Using Cash Flow Strategies in NaviPlan
Topics Covered:
- What happens to pre-retirement cash flow deficits.
- Applying cash flow surplus reallocation strategies.
- Automatic account redemption strategies during retirement.
- Implementation of automatic account redemption strategies.
Surplus Savings and Surplus Expense Strategies
Topics Covered:
- Effects of Surplus expense strategies on the plan.
- Effects of Surplus savings strategies on the plan.
- How NaviPlan handles multiple surplus savings strategies.