COVID-19 Cashflow Planner

During these uncertain times, people’s financial situations may change due to the ongoing COVID-19 crisis. 

We have built a monthly expense worksheet for you to complete which will clearly outline your income vs expenses for the months ahead. 

Please click here to update your monthly cash flow projections. 

If your situation has changed please let us know and we will update your financial plan accordingly. 

As I always say to you in our annual meetings, you as an investor need to continue to do the following to be successful with your investments:

1. Have faith in our investment process.

2. Be disciplined in updating your financial plan with us each year and following our advice on savings based on our recommendations.

3. The hardest part, be patient. Understanding that markets run in cycles and we have a strategy to take advantage of the volatility, which we are doing right now. 

Disclaimer: ClearWealth Advisors assumes no responsibility or liability for any errors or omissions in the content of this worksheet. The information contained on this sheet is provided on an “as is” basis and while we have taken the precaution to ensure the formulas are accurate, errors can occur.

The information on this worksheet is general in nature and should not be considered to be legal, tax, accounting, consulting or any other professional advice. In all cases you should with professional advisors familiar with your situation for advice concerning specific matters before making any decisions.