GFC Strategic Lifestyle Advisors

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	$

Securities offered through registered representatives of Walnut Street Securities, Inc. member FINRA/SIPC. This material is for informational purposes only, and should not be construed as an offer to sell or solicitations of an offer to buy any security from or through WSS or its affiliates or persons associated with WSS or its affiliates. WSS makes no representation or warranty relating to the facts presented or that all material facts necessary to make an investment decision are presented. The information in this material is not intended to be personalized investment advice and should not be solely relied on for making investment decisions. Neither Greenville Financial Consultants, Inc. nor GFC Strategic Lifestyle Advisors are affiliated with Walnut Street Securities, Inc.