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Cash Flow Management

Class Overview
A clear breakdown on the important role of Cash Flow Management as a caregiver and how it plays into financial planning for families supporting a loved one with special needs.

Why It Matters
Managing your finances can be complex. Without a clear picture of your income and expenses, it is difficult to develop a sustainable long-term plan for your family. We’re here to help you gain clarity so you can take charge of the future for both yourself and your loved one.

Estimated Time
45 Minutes

Estimated Time
60 – 120 Minutes

Complete the Cash Flow Worksheet to get a better understanding of your current income and expenses  to serve as a baseline for your financial planning.

Please Note: If you do not have a Microsoft Office account, anyone can create a free Google account and open the Cash Flow Excel Sheet in Google Sheets to complete it by visiting myaccount.google.com.

Estimated Time
60 Minutes

As you complete the webinars, questions will naturally arise. Join our live Q&A sessions to get your answers. Please ensure your questions for each session are focused on its dedicated topic. All Q&A session recordings will be posted here for those unable to attend live.

Next Module – Estate Planning Essentials and Guardianship/Conservatorship Options ⇾

Need further assistance?

Have a general question?
Let us help!

For questions about portal navigation or the partnership overall, email our team at futurecareplan@protectedtomorrows.com or click below.

Do you have questions regarding the Series’ topics?

Complete the Ask An Advocate form to receive your personalized support on the four series topics from a Protected Tomorrows’ representative.

Do you need assistance beyond the Future Care Planning Series?

If you would like help with planning topics beyond what the Future Care Planning Series offers, complete the Family Intake Form, and a representative will contact you to schedule a consultation.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investments involve the risk of loss. Protected Tomorrows does not provide legal or tax advice. Information provided is for informational purposes only and should not be construed as legal or tax advice. Clients and prospective clients are encouraged to consult with their own legal and tax professionals regarding their specific situations. Protected Tomorrows is a DBA of Simplicity Wealth.