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

$
 
   
   
Comprehensive Retirement Solutions
11595 N. Meridian St.
Suite #515
Carmel, IN 46032
Phone: 317.844.5100 / 866.874.5493 Fax: 317.844.2970
mike@crsindiana.com

 

 

 

 

 

 

 

 

 

 

Comprehensive Retirement Solutions is independent of John Hancock Life Insurance Company and Signator Investors, Inc.

 

8425 WOODFIELD CROSSING BLVD , STE 250W - INDIANAPOLIS, IN 46240 - 317-469-6021

We are licensed to sell Insurance Products in the following states:
Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, Ohio, South Carolina, Virginia.

We are registered to sell Securities in the following states:
Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, Ohio, South Carolina, Virginia.

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

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