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

$
 
   
   
JFC Financial Services
5505 Red Rock Lane, Suite 200 Lincoln, NE 68516
Phone: (800) 262-9538 Fax: (402) 483-2584
jack@jfcfinancial.com

Securities offered through Securities America, Inc., Member FINRA/SIPC, Jack Connealy, Registered Principal. Advisory Services offered through Securities America Advisors, Inc., Jack Connealy, Investment Advisor Representative.  JFC Financial Services, LLC and Securities America are unaffiliated.

May Lose Value - Not FDIC Insured - No Bank Guarantee

This website is neither an offer to buy nor a solicitation to sell securities.

Jack Connealy is licensed to offer securities in all states. 

Jack Connealy is licensed to offer insurance in: AK, AL, AR Insurance License #3928052, AZ, CA, CO, DE, FL, IA, IL, IN, KS, MI, MN, MO, MT, NC, NE, NM, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, WA, WY.

Jack Connealy is licensed to offer advisory services in: AZ, CO, NE, TX.