Cash flow modelled to age 95 with every assumption on the page rather than buried in a footnote. The plan is refreshed whenever your life changes — a sale, a move, a birth, a redundancy — rather than annually out of habit.
What this covers
- Cash flow projection to age 95
- Stress tests against historical market sequences
- Assumptions stated and revisited each year
- Single household balance sheet
- Two revision rounds before you sign
- Annual refresh with your adviser
