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

$
 

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. Calculators provided by Emerald Connect, Inc.

   
   
Larkin & Associates
14997 W. Bell Road Suite 100 Surprise, AZ 85374
Phone: 623-972-6155
Toll Free 800-729-6155
Fax: 623-972-6123
larkind@financialnetwork.com

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.




CFPTM and Certified Financial Planner are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Boards initial and ongoing certification requirements.

Fee-based investment advisory services from this representative(s) available only to residents of Arizona (AZ).

Supervisory Office:
J. Donald Larkin, Financial Network  14997 W. Bell Road Suite 100    Surprise, AZ  85374
623-972-6155  (fax) 623-972-6123  email:
larkind@financialnetwork.com

 

Larkin & Associates and Financial Network Investment Corporation are not affiliated companies

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are registered to sell Securities in AZ,CA,CO,DE,FL,GA,ID,IL,IN,KS,MA,MI,MN,MT,NC,ND,NH,NJ,NM,NV,OH,OR,PA,TX,VT,WA,WY.

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