Cashflow Planning Services for Financial Advisers
Turn Numbers Into Meaningful Life Plans, With Compliance Built In
Cashflow planning is one of the most powerful tools in your advice process. But building, explaining, and documenting those plans takes time and carries risk if not communicated properly.
Root Paraplanning helps you deliver compelling cash flow projection reports that align life goals with realistic, compliant projections. Whether you're building a plan from scratch or reviewing an existing one, we support your advice every step of the way.
What’s Included
Our cashflow support goes beyond charts/ We ensure your recommendations are properly documented and aligned with client objectives. Reports include:
Tax implications across wrappers and income layers
Fully modelled lifetime cashflow projections (Voyant, CashCalc, etc.)
Shortfall analysis and stress-tested scenarios
Key life stages, events, and assumptions are clearly explained
Clear visualisations and adviser summary sections
Why Advisers Choose Root for Cashflow Planning
Advisers rely on our support to turn technical models into actionable, client-friendly documents. With us, you get:
Confidence that your advice is explained clearly
Time savings on building narratives and templating
Greater client engagement with life-first reporting
Compliance-ready documentation for your audit trail
Ideal For
IFAs delivering lifestyle financial planning
Practices scaling reviews, or onboarding processes
Firms using cashflow tools but needing help articulating outputs
Transform Data Into Decisions
Empower your clients to visualise their future with confidence. Let Root Paraplanning help you deliver expert, compliant cashflow projections without the time drain.