Cash Flow Statement I

Life Planning Center > Career Transition

Knowing Where You Stand

Month ________________________

INCOME
Salary and wages	$
Bonuses, commissions, tips	$
Self-employed income	$
Interest and dividends	$
Alimony/child support received	$
Gifts received	$
Pension income	$
Social Security income	$
Public Assistance and/or unemployment	$
Disability benefits	$
Other income:	$
TOTAL INCOME	$

OUTFLOW
Savings/investing	$
Federal & state taxes	$
Mortgage or rent	$
Home repair/maintenance	$
Property taxes	$
Disability insurance	$
Life insurance	$
Home/renter's insurance	$
Auto insurance	$
Credit card/loan payment	$
Utilities & telephone	$
Food (include dining out)	$
Clothing	$
Grooming	$
Gasoline	$
Auto repair/maintenance	$
Other transportation	$
Medical care	$
Education	$
Child care	$
Alimony/child support	$
Entertainment	$
Vacations	$
Gifts/charitable contribution	$
Laundry/cleaning	$
Other:	$
TOTAL OUTFLOW	$
CASH BALANCE (Income less Outflow)	$

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Franklin Mint Federal Credit Union and Mint Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mint Wealth Advisors, and may also be employees of Franklin Mint Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Franklin Mint Federal Credit Union or Mint Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

Not NCUA Insuredor Any Other Government Agency

No Credit Union Guarantee

Not Credit Union Deposits

May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NJ, PA, NY, DE, AZ, MI, FL, MD, TX, VA, GA, NC.

Financial Learning Center content created by TrueBridge, Inc. The information provided is based upon sources and data believed to be accurate and reliable. The content contained herein is intended for information and illustrative purposes only, should not in any way be construed as a personal recommendation, and should be used in conjunction with individual professional advice.