skip navigation

40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Printed from: www.djktax.com

Cash Flow Analysis

What's Your Cash Flow Situation?

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.

Monthly Income:

Monthly Expenses:

Monthly Expenses:

Monthly Expenses:

Monthly Expenses:

Getting your cash flow under control is the first step toward effective financial management. Are you comfortable with your current cash flow? If not, you may need to take immediate action to control your spending.

Skip Table Information
Your Results
Description Amount
Your total income is: $0
Your total expenses are: $0
Your cash flow is: $0

Your net cash flow is the amount of money left after paying all your bills. The chart below shows how much cash you have left at the end of each month after meeting your expenses, based on the amounts you entered. How much of your net cash flow are you currently investing for the future?

Your Monthly Cash Flow

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck