About UsFamily Wealth OptimizationFamily Business AdvisingFAN LinksSurveysContact Us
 

  
 Surveys and Checklists

   Cash Flow Checklist

 
 
 
 
 
 
 
 
 
 
 
 
 
 

Cash Flow Planning Checklist

*Name:
*Email:

   * These fields are optional, unless follow-up is requested. 
 
Would you like an Investaflex Representative to follow-up and discuss your answers with you?

Yes
No
1.  I annually re-assess my cash flow needs.
Yes
No
Unsure
2.  I consider my tax liability when assessing my cash flow needs.
Yes
No
Unsure
Yes
No
Unsure
3.  I feel confident that my cash flow needs will be comfortably met once I am retired.
Yes
No
Unsure
4.  I have sufficient disability insurance to maintain family cash flow in the event of disability.
Yes
No
Unsure
5.  I expect my financial advisor to create a cash flow plan for me.
Yes
No
Unsure
6.  I don't need to worry about cash flow planning because I have adequate income to meet my needs.
Yes
No
Unsure
7.  I could be described as "rich in assets but poor in liquidity".
Yes
No
Unsure
8.  I have enough liquidity for anticipated needs (ie, university for my children).
Yes
No
Unsure
9.  I have enough liquidity for unanticipated needs (ie, emergency health care).
Yes
No
Unsure
10.  I feel I need to re-assess my long-term cash flow projections.

Home  |  About Us  |  Family Wealth Optimization  |  Family Business Advising  |  FAN Links  |  Surveys  |  Contact Us

 

 
 

 

Investaflex Financial Group   |   308-938 Howe St. Vancouver, BC V6Z 1N9
Tel: 604.331.2520  |   Toll Free: 1.888.496.3539   |   info@investaflex.com

Copyright © 2004 Investaflex
Empowered by Nortia   |    Privacy Policy