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

$
 
   
   
Thornton Wealth Management, LLC.
1701 Lee Ave. Fort Worth, TX 76164
Phone: 817-625-3911 Fax: 817-625-0504
info@thorntonwm.com

 

Securities and Advisory Services Offered through VSR Financial Services, Inc., Member FINRA, SIPC, A Registered Investment Adviser, Thornton Wealth Management is independent of VSR.

Anthony Thornton is a Registered Representative with VSR Financial Services, Inc., a FINRA Registered Broker-Dealer. While VSR Financial Services, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Anthony Thornton,is currently registered to sell securities products in Texas.

 

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