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Two Foundational Financial Planning Tools for Sandbox Clients Thumbnail

Two Foundational Financial Planning Tools for Sandbox Clients

Financial planning provides the roadmap for building a strong financial foundation.  See our Financial Planning Principals (click here). Although financial planning is unique to each, and the complexities of planning will vary, it is foundationally important to have an understanding of your cash flow ("income statement") and net worth ("balance sheet").

At Sandbox, to help our clients build a strong, financial foundation, we have two financial resources to provide you with visually friendly views of your net worth and cash flow. 

1. Blueprint 

Visually view your Net Worth, that includes a review of your assets and liabilities (debt, loans) that belong to each plan member individually (separate property) and which are owned jointly (marital property). Example below (click on image to enlarge).

2. Cash Flow Maps 

Visually view your cash flow in two diagram types: "Waterfall", a horizontal Sankey chart where cash inflows and outflows progress from left to right, and "Breakdown," a vertical flow chart where each item can be clicked down for more details. Example below (click on image to enlarge).

It's important to have a strong financial foundation, and starting the financial planning discussion is the first step.  Sandbox offers these planning solutions with a deeply experienced and highly credentialed team of financial planners. It's time to get organized, start the conversation today and contact us here.