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 will help you weigh your income vs. 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

$
 
   
   
Eagle Financial
12501 Antioch Suite 102 Overland Park, KS 66213
Phone: 913-851-1903 Fax: 913-851-1907
www.eaglefinancial1.com lharshbarger@sfsrep.com

 

Lance Harshbarger is a registered representative with Sunset Financiail Services, Inc. a FINRA registered broker-dealer. Sunset Financial Services is registered to offer securities products in all 50 United States. Lance Harshbarger is licensed to offer securities products in Kansas, Missouri, Nebraska, Texas. Lance Harshbarger is also licensed to offer insurance products in these same states. The informaton included herein should not be considered a solicitation or an offer to sell product in any state besides those in which Lance Harshbarger is properly licensed.

*Securities and Investment Advisory Services offered through Sunset Financial Services, Inc., 3520 Broadway, Kansas City, MO., 64111. 816-753-7000 Home Office.  Member  FINRA/SIPC.  Eagle Financial is not affiliated with Sunset Financial Services.