Cash Flow Analysis  
Managing debt and maintaining your lifestyle over the long term is challenging. Without a reasonable budgeting plan, it is difficult to effectively manage spending. This Cash Flow Analysis form can help you compare your income to your expenses to determine your net cash flow.
     


Income:
(In the spaces below, write down all your sources of income.
Convert annual and quarterly figures to monthly numbers.)

Salary

$

Alimony, child support

$

Dividends from investments

$

Interest on savings accounts, CDs, etc.

$

Social Security benefits

$

Retirement plan/pension income

$

Other income

$


Expenses:
(Write down the anticipated amounts of your expenditures.
Convert annual and quarterly figures to monthly figures.)

Mortgage payment or rent

$

Groceries

$

Utilities

$

Entertainment, recreation, and dining

$

Insurance

$

Medical (not covered by insurance)

$

Education

$

Vacation

$

Gifts

$

Loan payments (auto, student, etc.)

$

Auto (gas, maintenance, etc.)

$

Credit card payment

$

Clothing

$

Dues and subscriptions

$

Home improvement

$

Charitable contributions

$

Federal taxes

$

State taxes

$

FICA (Social Security)

$

Other taxes

$

Other expenses

$
 
   
   
Sound Financial Services, Inc.
90 Grove St.Suite 212 Ridgefield, CT 06877-5509
Phone: 1 (800) PLANWORKS Fax: (203) 438-2756
mhelgesen@ssnrep.com

Securities offered through Securities Service Network, Inc., Member FINRA/SIPC.  Fee based advisory services offered through SSN Advisory Inc., a Registered Investment Advisor.  Advisory services available to residents of  CT, DE, Fl, NJ, OK, VA, VT.

We are registered to solicit securities in the states of:  CT,NY, NJ., DE, FL,AL,AR,FL,AL,AR,CA,GA,KY,MA,ME, NC,OH,OK, PA, TN,SC, VA,VT. We are appointed to solicit insurance in the states of CT, NY, NJ, DE, FL, MA, NC, OH, & TN. This is not a solicitation of products or services where not registered. Please do not e-mail trading instructions we cannot accept instructions via e-mail. Thank you.

 

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A5CC-0524-04