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

$
 
   
   
Wealth Investment Network, Inc.
909 Wright Summit ParkwaySte. 130 Fort Wright, KY 41011
Phone: 859-344-7460 Fax: 1-513-672-0060
danneken@winfp.com; krusso@winfp.com

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC

Investment advisory services offered through Wealth Investment Network, Inc.

Wealth Investment Network, Inc., a registered investment adviser, is not affiliated with 1st Global Capital Corp.

We currently have individuals licensed to offer securities in the states of  AZ, FL, GA, IN, KY, NC, OH, and TN. This is not an offer to sell securities in any other state or jurisdiction.

Privacy Policy