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

$
 
   
   
New Millennium Financial Services LLC
6200 Schaefer Road Dearborn, MI 48126
Phone: 313-846-9320 work
248-225-8422 mobile
Fax: 313-943-3358
arifj@financialnetwork.com

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.

 

Supervisory Branch Office

3185 Macatawa Drive,  Grandville MI 49418.

New Millennium Financial Services, LLC is not affiliate with Financial Network Investment Corporation 

 

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are registered to sell Securities in MI,NV,OH,VA.

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