Build The Plan Around Cash Flow Timing

The planning move is to make the invisible tradeoff visible before anyone picks a tactic. The teach cash-flow sequencing matters because financial planning fails less often from missing arithmetic than from unclear assumptions, weak sequencing, and decisions made under pressure. The CFP Board Financial Planning Practice Standards gives the planner a way to slow the moment down without making the process feel academic. It asks: what are we trying to accomplish, what evidence do we have, what tradeoffs are real, and what commitment should survive the next emotional swing? In practice, the mechanism is simple: separate the client objective from…

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