A Cash-Flow Analysis of Your Client's Most Basic Needs

Cash flow analysis determines client’s needs more accurately than goal-based analyses.


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Uncover your client's financial situation quickly. Financial Needs Analysis solves multiple client insurance and investment needs. Focus on a specific need, or focus on multiple needs.

Cash Flow

Review income and expenses to calculate monthly discretionary income.

Debt Management

Calculate debt-to-earned-income ratio.

Emergency Fund

Set emergency fund savings goal based on monthly incomes.

Education Needs

Examine estimated costs and possible ways to fund a college education.

Survivor Needs

Examine immediate cash needs and funds needed to assure lifestyle expenses in the effect of a premature death on the family

Disability Needs

Examine the impact of disability on the family's lifestyle, and ways to replace lost income.


Explore how retirement income sources fulfill retirement income goals—when will the money run out?

Estate Preservation

Discuss the risks of not having an estate plan in place.

Professional Printed Presentation

The Financial Needs Analysis printed presentation guides your client through their financial situation with carefully researched graphs. The professional design keeps your clients engaged and enhances your professionalism.

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