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Your Lifetime Financial Plan Holland Hahn & wills use sophisticated software to help you create your lifetime financial plan (also known as a 'Wealth Plan'). It's an essential part of the financial planning process. Example: Neil & Lynn Client age 48 own a business that they would like to sell and retire at age 60 (detailed asset statement later). If they do this their capital is projected to run about by age 74. Cashflow Forecast 1. (Retire at age 60) Cashflow Forecast 2 (Increase pensions & retire age 55) Cashflow forecasts are generated by careful analysis of income & expenditure and assets & liabilities: Income Statement Expenditure (Summary) Assets & Liabilities Assets Chart Annual Cashflow Forecast We help clients to develop a working financial model that shows their current situation and financial future. It's the basis of good financial planning. If you’d like to discuss our financial planning services further please call us now on 020 8943 9229 to arrange an initial meeting. Links Press enquires Contact us sitemap Holland Hahn & Wills is authorised and regulated by the Financial Services Authority. © Holland Hahn & Wills 2009. All rights reserved.