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

$
 
   
   
Eagle Financial Group
12501 Antioch, Suite 102 Overland Park, KS 66213
Phone: 913-851-2900 Fax: 913-851-1907
smankameyer@sfsrep.com

Steve F. Mankameyer, CFP™, is a registered representative with Sunset Financial Services, Inc., a FINRA registered broker-dealer. Sunset Financial Services is registered to offer securities products in all 50 United States. Steve F. Mankameyer, CFP™, is licensed to offer securities products in Kansas, Missouri, and Florida. Steve F. Mankameyer, CFP™, is also licensed to offer insurance products in these same states. The information included herein should not be considered a solicitation or an offer to sell product in any state besides those in which Steve F. Mankameyer, CFP™, is properly licensed.

*Securities and Investment Advisory Services offered through Sunset Financial Services, Inc. 3520 Broadway Kansas City, MO 64111 Ph. (816) 753-7000 (Home Office) Member FINRA, SIPC

Eagle Financial is not affiliated with Sunset Financial Services.

The URL address www.SFSplanning.com is in no way affiliated with Sunset Financial Services.

 CFP™, Certified Financial Planner™ and ® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.