The health of every financial plan depends heavily on sound cash flow planning. While we often know what we should do, it is easy to fall short in practice. Simply increasing awareness of your spending, and building self-awareness and accountability, can have a dramatic long-term impact on your financial well-being.
To help you guide you toward creating and managing a cash flow plan that supports your lifestyle and goals, we have created this checklist. It covers cash flow planning basics, including:
- Income sources
- Essential and discretionary spending
- Debt and taxes
- Goal funding
- Monitoring strategies
