Finanical planning remains a difficult topic for many families, despite an eagerness to succeed and the awareness of its importance.
Several visuals are made available to support short-term planning (e.g. liquidity), medium-term planning (e.g. household budget) and long-term planning (e.g. retirement):
- Liquidity requirements combing :
- actual cash (bank accounts, securities, credit lines, ...)
- upcoming needs (mortgages, leasing, commercial credit, ...) - Family budget with net worth evolution and liquidity requirements
- Projected revenues from pension funds and social security
