Using cashflow ‘Let’s See’ charts in client meetings
Andy Hart, the Voyantist.com, provides a practical demonstration of the use of Voyant ‘Let’s See’ facility to show projected cashflow in client meetings.
Andy says detailed cashflow and liquid assets are the main charts he uses with his clients as a financial planner with Serenity Financial Planning.
He also flags up what he calls “one of the most ridiculously awesome features in Voyant”.
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