Cashflow Fingerprint® Analysis

As part of our financial and retirement planning, we use this tool to go beyond the traditional “Monte Carlo” simulations.  It analyzes various cash flow sources, tax events and portfolio returns using actual market history. Some of the questions Cashflow Fingerprint® can help you answer include:

  • Am I saving enough for retirement?
     
  • Should I pay off my mortgage early?
     
  • How much can I save for my children’s education?
     
  • How much can I safely spend during retirement?
     
  • How do I estimate what my investment portfolio might grow to?
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