Looking at your financial future
Voyant enables us to take a snapshot of your financial future starting from the date of your Discovery Meeting until a specified age, normally between 90 and 100. Â We collect and log as many facts as possible and also consider future variable spending such as school fees, holidays, life in retirement and care provision.
The resulting findings are often a shock, as many people realise that their pensions and plan to downsize the family home are grossly insufficient to maintain the standard of living they have been used to.
When looking at retirement planning and security of income there is a lot to consider. Our lifestyle cashflow modelling software allows us to glimpse into the future and adjust plans. Starting from the date of your Discovery Meeting until a specified age, normally between 90 and 100, we can compare and contrast a range of different scenarios.
We collect and log as many facts as possible, also considering future variable spending, such as school fees, holidays, life in retirement and care provisions. The findings often surprise clients, as many people realise that their pensions and plan to downsize the family home are often insufficient to maintain their current standard of living.
At Walden Capital, we take a proactive approach, aiming to stay one step ahead. Often exposing potential financial shortfalls, predominantly with investment plans which have not been adapted over time, we provide solutions. It is our preparatory work during this cashflow-modelling process that allows us to best-match you with one of our seven specially constructed portfolios
How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.
ROBERT G. ALLEN
Gap analysis
Mind the Gap!!
A cashflow forecast gives useful information about whether you’re ‘on plan’ to have enough money throughout your lifetime.
Knowing whether or not there is going to be a problem in 30 years time gives you opportunity to plan ahead and ensure you can live the life you aspire to, not the one that happens by accident.
Your detailed financial plan allows us to analyse whether there are any potholes in your roadmap that need to be filled, and the best strategy to achieve this.
Find out if we're right for you.
Book a discovery call at a time to suit you and find out if we’re the right advisor for you, or contact us on the details below.
CALL US ON
(+44) 1799 521017
EMAIL USÂ
info@waldencapital.co.uk
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The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.
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Knowledge & resources
The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.
