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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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Cashflow chart - still

 

 

 

 

Further ‘how to’ videos can be found on thevoyantist.com and a premium service voyantmastery.com will be launching shortly.

 

 

 

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