Strategic Wealth Coach, LLC - Cash Flow Analysis : Calculator: 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	$

Securities and Advisory Services offered through VSR Financial Services, Inc., A Registered Investment Adviser, and Member FINRA/SIPC. Strategic Wealth Coach, LLC and VSR Financial Services are not affiliated companies. Robert Hudson holds the FINRA Series 7, 24, 63, 65 security registrations in the states of AZ, FL, IL, MA, MD, MO, NC, NY, SC, VT. To work with residents of other states, the appropriate registration for the state you reside in must be obtained by Mr. Hudson before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendations. Securities offered through VSR Financial Services, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

CFP(R), CERTIFIED FINANCIAL PLANNER Professional and CFP(R) are certification marks owned by the Certified Financial Planner Board of Standards, Inc.

Enrolled Agents (EAs) are federally-authorized tax practitioners who have technical expertise in the field of taxation and are licensed to represent taxpayers before the Internal Revenue Service. EAs are the only tax practitioners required by federal law to maintain their expertise through continuing professional education.