CD Wealth Management
Private Wealth & Investment Advisory
16400 Dallas Parkway
Suite 310
Dallas, TX 75248
972-499-6280
investcommittee@cdwealth.com
www.cdwealth.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 may be offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Kestra IS and Kestra AS may or may not be affiliated with the firm branded on this material.
This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced. |
| Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025. |
|