Preparing cash flow that sustains your lifestyle

Most retired people prefer to have their finances in order, to facilitate an easy and timely “monthly cash flow” that lasts for their lifetime. To have something reliable in place is quite a challenge and requires a fool proof plan, as at that stage of life, even a slight mistake could prove very expensive.

Preparing for the expected as well as the unexpected is the key to successful cash flow management. When developing client’s financial plan, MintBox Advisory help them assess the liquidity available to fund their short- and long-term expenditures, including family gifting, charitable giving, taxes, tuition needs, home and lifestyle expenses and anticipated financial needs. We then match the funds clients will need to cover these expenses and factor that into their investment portfolio strategy.

Our lifestyle / cash flow planning process is executed through four sets of meetings with our client, which is explained in detail in our process section, please click here to read more.