This Cash Flow Statement Infographic outlines how you can control your financial affairs through a cash flow statement. A fillable PDF allows your clients to get working on their cash flow from home.
“Budgeting and tracking your expenses gives you a strong sense of where household money goes and can help reach financial goals, whether your clients are saving for a down payment on a house, paying down credit cards or saving for retirement.”
This Cash Flow Statement Infographic will help start the conversation with clients to determine exactly how much money they have, where their money is allocated and how close they you to reaching their goals. This infographic works well with the Financial Management Calculators in FreshPlan software including:
Cash Flow Calculator
Net Worth Calculator
Investor Profile Questionnaire
Saving to Reach a Goal Calculator
Present Value Calculator
Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
Personalized for individual Advisors
Current and timely for client communications
One of many infographics included in FreshPlan software
Calculate. Educate. Plan.
Communicate complex concepts from all areas of financial planning with current, visual infographics.
FreshPlan combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.