HOME ABOUT US AREAS OF SERVICE E-MONEY CLIENT PORTAL SCHWAB ACCOUNT LOGIN RESOURCES CONTACT US connect 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: Salary: 0 4k 8k 12k 16k Alimony, child support: 0 2k 4k 6k Dividends from investments: 0 2k 4k 6k Interest on savings accounts, CDs, etc.: 0 1k 2k 3k 4k 5k Social Security benefits: 0 1k 2k 3k 4k Retirement plan/pension income: 0 2.5k 5k 7.5k 10k Other income: 0 2.5k 5k 7.5k 10k Previous Next This hypothetical example is used for illustrative purposes only. Actual results will vary. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek advice from an independent tax or legal professional. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Broadridge Advisor Solutions. © 2021 Broadridge Investor Communication Solutions, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201. CFH Financial Services Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. The information provided has been derived from sources believe to be reliable, but is not guaranteed as to accuracy and does not purport to be complete analysis of the material discussed, nor does is constitute an offer or a solicitation of an offer to buy any securities, products or services mentioned. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. The services of an appropriate professional should be sought regarding your individual situation. Site Map Back To Top Check the background of this financial professional on FINRA's BrokerCheck