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

$
 
   
   
KFG Enterprises, Inc.
2225 Lexington Road Louisville, KY 40206
Phone: (502) 451-0600

Toll Free: (800) 966-9347
Fax: (502) 473-1721
Contact@KFG.com

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Securities and investment advisory services offered through Private Client Services LLC. Member FINRA, SIPC.  A Registered Investment Adviser.

KFG Enterprises, Inc. is a Kentucky state-licensed corporation whose primary business location is Kentucky. Licensed in all 50 states except the following AK, HI, ND, VA, VT and WY. Our Investment Advisor Representatives may conduct business in the following states FL, GA, IN, KY, NC, NJ, NY, OH, TN and VA. Our Registered Representatives are licensed to sell securities and offer advisory services in AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WV and WI.

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