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

$
 
   
   
Scott Financial Services
3 Fairwood Drive Miamisburg, OH 45342
Phone: 937-865-0133 Fax: 937-247-0696
al.scott@wrprr.com

Securities offered to the resdients of the following states only, IN, MS, OH, TN, VA, WI.

Security products are sold by prospectus which contains more complete information about charges, limitations, and expenses. Copies of specific product prospectuses and statements of additional information may be obtained by contacting Al Scott. Prospectuses should be read carefully and the charges, expenses, should be carefully considered before investing or sending money.

Scott Financial Services is a financial services company that offers Life, Disability and Long Term Care Insurance and a broad array of financial products and services.  Allan F. Scott is a Registered Representative and Investment Advisor Representative and offers securities and advisory servicesthrough WRP Investments Inc., Member FINRA & SIPC. Securities and advisory services are supervised from 4407 Belmont Ave. Youngstown, OH 44505, (330) 759-2023. Scott Financial Services is not affiliated with WRP Investments Inc.

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