MONTGOMERY WEALTH MANAGEMENT, LLC

360 Mt. Kemble Ave, 3rd FL
Morristown, NJ 07960
833-349-MWM1 (6961)
bills@montgomerywealth.com
www.montgomerywealth.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
$
$


"Securities offered through M.S. Howells & Co., a registered Broker/Dealer. Member FINRA/SIPC.  Advisory services offered through F3 Logic LLC. a Registered Investment Advisor.  M.S. Howells & Co., F3 Logic LLC, and Montgomery Wealth Management are unaffiliated entities."

IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AZ, AR, CA, CT, DE, DC, FL, GA, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, TN, TX, VT, VI, VA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2020.