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

$
 
   
   
Silberberg Associates Inc
9566 S. Silent Hills Drive Lone Tree, CO 80124
Phone: 800 597-9245 Fax: 303-623-1461
bsilberberg@multifin.com

Securities offered through Multi-Financial Securities Corporation, member FINRA, SIPC.

579 Darby Drive, Grand Junction CO  81504

Irving Silberberg is registered to sell Securites in the following states: Arizona, California, Colorado,  Connecticut, Florida, Illinois, Kansas, Louisiana, Massachusetts, North Carolina, New Jersey, New York,  Pennsylvania, Texas and Washington

Irving Silberberg is licensed to sell Insurance Products in the following states:  Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Montana, North Carolina, New Jersey, Ohio, Oklahoma, Pennsylvania, Rhode Island, Texas, Washington and Wisconsin

Brian Silberberg is registered to sell Securities in the following states:  Colorado, Florida, Maryland, New Jersey and Ohio

Brian Silberberg is licensed to sell Insurance Products in the following states:  Florida, Maine, Maryland, New Jersey, New York, Ohio and Colorado

 

JCSA Benefit Plans and Silberberg Associates are not affiliated with Multi-Financial Securities Corporation.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in CO.

[ Online Privacy Policy | Important Disclosures | Privacy Promise | Order Routing Disclosure ]