401k Extra, LLC
Francis Gillis, AIF, QPFC, PPC
Financial Advisor
155 E Boardwalk
Suite 470
Fort Collins, CO 80525
970-225-2001
970-672-4015
fgillis@401kextra.com
www.401kextra.com
 
 




Personal Cash Flow Worksheet
Personal Cash Flow Worksheet

Use this calculator to determine household cash flow. The exercise of determining expenses and creating a pie chart with this data will help illustrate where household funds go each month.


Monthly Income
$
$
$
Monthly Expenses
--Housing
$
$
$
$
--Food
$
$
--Transportation
$
$
--Child care/education
$
$
--Consumer debt
$
$
$
--Clothing
$
$
--Insurance premiums
$
$
$
$
$
$
--Miscellaneous
$
$


Advisory services offered through Dynamic Wealth Advisors. 


Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019.