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

$
 
   
   
Virginia, D.C. and Maryland Wealth Management | Signature Financial Partners, LLC

SFP – Vienna, VA

8607 Westwood Center Drive
3rd Floor
Vienna, VA 22182
tel: 703.893.2550
fax: 703.893.4595
www.sfpfinancial.com
Map and Directions


SFP Baltimore, MD

901 Dulaney Valley Rd
Suite 700
Towson, MD 21204
tel: 410.823.3399
fax: 410.823.4144
Map and Directions


SFP Bethesda, MD

6900 Wisconsin Avenue
Suite 506
Chevy Chase, MD 20815
tel: 301.320.2400
fax: 301.320.2401
Map and Directions

Signature Financial Partners, LLC is independent of John Hancock and Signator Investors, Inc.

8607 WESTWOOD CENTER DRIVE , 3RD FLOOR - VIENNA, VA 22182 - 703-893-2550

Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.

Privacy Policy