Last time, our anonymous freelance financial journalist wrote about how it felt to sit before a financial planner and talk about future ideas, hopes and dreams, which came with a healthy dose of reality check. In this blog, our mysterious freelancer wanted to express, first hand, the power of the cashflow planning tool from a client’s perspective...
I've written about cashflow planning for over a decade with hundreds of advisers singing their praises. But, ever the cynic, a part of me always thought ‘they would say that, wouldn't they?' As it's one of the tools in their armoury and they pay a lot of money and have spent a lot of time learning its many functions. But then I was faced with a very bold, unequivocal picture of what my future looked like, were I to do nothing differently between now and retirement. In short, it wasn't pretty. Anyone familiar with Voyant (or any other cashflow software) will be all-too-familiar with th...
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