Cash Flow Worksheet
Cash Flow Worksheet
Income Client A Salary Client B Salary Interest Income Dividends Defined Benefit Social Security Alimony Rental Property Other Income
Total Income
$
Expenses
Saving/Investment 401(k) Plan / IRAs Bank Accounts Investment Accounts Education Accounts
Housing Mortgage / Rent Property Taxes Home Owner's Insurance Telephone/ Cell Phone Utilities Cable T.V. Gardeners / Maid
Child Care Day Care / Sitters / Sports Private School Child Support Payments
Subtotal
Subtotal Subtotal
Monthly
Profiles Professional Annual
$
This form may be printed by licensed users of Profiles Professional software for personal and client use. Reproduction for redistribution purposes is not permitted without the prior approval of Advicent Solutions, Inc. ? Copyright 2015 Advicent Solutions LP and its affiliated companies (Advicent Solutions). All rights reserved. Advicent SolutionsTM, and ProfilesTM are trademarks of Advicent Solutions.
Cash Flow Worksheet
Transportation Car / Lease Payment #1 Car / Lease Payment #2 Registration Auto Insurance Gasoline Oil Changes / Maintenance Repairs Car Washes Parking
Food & Beverages Groceries Lunches / Meals Out
Clothing Adults Children Dry Cleaning
Furnishings Home Office
Personal Care & Misc. Cash Morning Coffee ATM Make Up Gym / Club Dues Hair Cuts / Salon
Monthly
Subtotal Subtotal Subtotal Subtotal Subtotal
Profiles Professional Annual
This form may be printed by licensed users of Profiles Professional software for personal and client use. Reproduction for redistribution purposes is not
2
permitted without the prior approval of Advicent Solutions, Inc. ? Copyright 2015 Advicent Solutions LP and its affiliated companies (Advicent Solutions). All
rights reserved.
Cash Flow Worksheet
Medical Expenses Insurance Premiums Co-Payments / Deductibles Drugs / Vitamins Glasses / Contact Lenses Dental
Education / Self Improvement Tuition / Books Student Loan Payments Newspapers Magazines Seminars Karate / Swim / Music / Dance Lessons
Debt / Installment Payments Visa / MC / Amex #1 Visa / MC / Amex #2 Visa / MC / Amex #3 Dept. Stores Personal Notes Home Equity Loan / Line of Credit
Subtotal Subtotal Subtotal
Monthly
Profiles Professional Annual
Entertainment Dining Out Movies / Video Rentals Concerts / Theme Parks
Subtotal
Vacations & Holidays
Annual Vacation
Weekend "Getaways"
Gifts ? Birthday, Anniversary, Holidays
Subtotal
This form may be printed by licensed users of Profiles Professional software for personal and client use. Reproduction for redistribution purposes is not
3
permitted without the prior approval of Advicent Solutions, Inc. ? Copyright 2015 Advicent Solutions LP and its affiliated companies (Advicent Solutions). All
rights reserved.
Cash Flow Worksheet
Charitable Contributions Church / United Way Other Non-Profit Organizations
Other Miscellaneous Pets
Subtotal Subtotal
Total Expenses
$
Monthly
Surplus / Deficit
+/ -
Profiles Professional Annual
$ +/-
This form may be printed by licensed users of Profiles Professional software for personal and client use. Reproduction for redistribution purposes is not
4
permitted without the prior approval of Advicent Solutions, Inc. ? Copyright 2015 Advicent Solutions LP and its affiliated companies (Advicent Solutions). All
rights reserved.
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