Personal Financial Analysis and Cash Flow

Personal Financial Analysis and Cash Flow

Tools .... Effective Use

This document aims to help you understand the flow of your money from income generation to various expenses and investments. It will assist you in identifying how much you make, how much you spend, and how much you contribute towards retirement, college planning, insurance, and investments. Additionally, it will cover your succession planning, including wills, trusts, and power of attorney.

Personal Information

First Name Last Name Age
Spouse First Name Spouse Last Name Spouse Age
Address Phone Number Email

Financial Goals

Income and Expenses

Source Amount ($)
Job/Business Income
Taxes
Monthly Lifestyle Expenses

Retirement

Account Type Current Balance ($) Monthly Contribution ($)
401(k)
IRA
Other

College Planning

Child's Name Age College Fund ($) Monthly Contribution ($)

Insurance

Insurance Type Coverage Amount ($) Monthly Premium ($)
Life Insurance
Health Insurance
Home Insurance
Auto Insurance

Investments

Investment Type Current Value ($) Monthly Contribution ($)
Stocks
Bonds
Mutual Funds
Real Estate

Succession Plan

Plan Type Details
Will
Trust
Power of Attorney

Notes


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