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House of
Security
The Botsford Group
www.botsfordfinancial.com
Ph: 866-980-3336
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Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning offered through Lifestyle Planning Solutions, A Registered Investment Advisor. 
Advisory Services offered through Stratos Wealth Partners, A registered Investment Advisor. The Botsford Group, Lifestyle Planning Solutions, and Stratos 
Wealth Partners are separate entities from LPL Financial. 
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Monthly 
Amount 
 Annual 
Amount 
Compensation - 1
Compensation - 2
Additional Income Sources
Total Income
 Monthly 
Amount 
 Annual 
Amount 
NEEDS
Annual Sub-Category Totals:
Personal Residence:
Food/Staples
Clothing/Accessories
Transportation 
Non- Property Insurance
Investments
Professional Fees
Revolving Debt Service
Taxes
-CategoryTotals:
The Cash Flow Worksheet Summary
Income
Notes
EXPENSES
Notes
WANTS
Annual Sub-Category Totals:
s:
Travel
Hobbies/Entertainment
Pets
Personal Care
LIKES
Annual Sub-Category Totals:
Vacation Homes
Watercraft
Recreation/Hobbies
Education
WISHES
Annual Sub-Category Totals:
Heirs
Charities/Institutions
Gifts to Trusts
Other
Total Expenses
Total Est. Net Cash Flow
This page is a summary of the following pages.  Do not enter numbers on this page.
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Monthly 
Amount 
 Annual 
Amount 
Compensation - 1
Annual Category Totals:
Salary
Bonus
Social Security
Pension
Deferred Compensation
Compensation - 2
Annual Category Totals:
Salary
Bonus
Social Security
Pension
Deferred Compensation
Additional Income Sources
Annual Category Totals:
Rental Income
Notes Receivable
Royalties
Investment Income:
The Cash Flow Worksheet
Income Sources
Income Sources
Notes
Investment Income:
ome:
Other:
Other:
Other:
Miscellaneous
Total Income
Enter monthly income amounts and any applicable notes.  Annual numbers and totals will calculate automatically.
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Check this box when complete to calculate:
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Monthly 
Amount 
 Annual 
Amount 
Personal Residence:
Annual Sub-Category Totals: 
Mortgage
Taxes
Homeowners Insurance
Umbrella Insurance
Association Dues
Maintenance/Repairs
Telephone/Fax
Internet
Cable
Electricity
Natural Gas
Firewood
Heating Oil & Other Fuels
Water & Other Public Services
Trash
Lawn/Yard Care
Alarm System
m
The Cash Flow Worksheet
Needs
NEEDS
Notes
Alarm System
m
Pool/Hot Tub Service
Pest Control
Other: _______________________
Miscellaneous
Food/Staples
Annual Sub-Category Totals: 
Groceries
Supplies
Monetary Gifts
Personal Hygiene
Toiletries
Makeup
Other: _______________________
Miscellaneous
Clothing/Accessories
Annual Sub-Category Totals: 
New Purchases
Dry Cleaning
Other: _______________________
Miscellaneous
Enter your monthly cash flow expenses in the following categories and any applicable notes.
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Monthly 
Amount 
 Annual 
Amount 
The Cash Flow Worksheet
Needs
NEEDS
Notes
Transportation 
Annual Sub-Category Totals: 
Auto Loan/Lease Payment(s)
Auto Insurance
Fuel
Tags/Registration
Maintenance/Repairs
Emergency Road Service
Tolls/Parking
Mass Transit
Other: _______________________
Miscellaneous
Non- Property Insurance
Annual Sub-Category Totals: 
Life
Long-Term Care
Disability
Health
Dental
AccidentalDeath
Accidental Death
h
Cancer
Vision Care
Prescription
Medigap
Other: _______________________
Miscellaneous
Investments
Annual Sub-Category Totals: 
Retirement Plan Contributions
Health Savings Account Contributions
Non-Qualified Savings
Other: _______________________
Miscellaneous
Professional Fees
Annual Sub-Category Totals: 
CPA/Tax Planning
Attorney/Legal Services
Financial Planning
Other: _______________________
Miscellaneous
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Monthly 
Amount 
 Annual 
Amount 
The Cash Flow Worksheet
Needs
NEEDS
Notes
Revolving Debt Service
Annual Sub-Category Totals: 
Credit Cards
Hypo
Financial Planning
Hypo Loans
Personal Loans/Notes Payable
Bank Loans
Other: _______________________
Miscellaneous
Taxes
Annual Sub-Category Totals: 
State Income Taxes
Federal Income Taxes
Other: _______________________
Miscellaneous
Total NEEDS
$0
$0
$0
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$0
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$0
$0
$0
$0
$0
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$0
Check this box when complete to calculate:
Monthly 
Amount 
 Annual 
Amount 
Travel
Annual Sub-Category Totals: 
Airfare
Hotels
Rental Cars
Activities
Other: _______________________
Miscellaneous
Hobbies/Entertainment
Annual Sub-Category Totals: 
Dining Out
Club Dues
Recreation
Books, Magazines, and Periodicals
Videos
Gaming
Movies
Event Tickets
Music 
Tobacco 
The Cash Flow Worksheet
Wants
WANTS
Notes
Tobacco 
Gambling (Lottery, cards, etc)
Other: _______________________
Miscellaneous
Pets
Annual Sub-Category Totals: 
Pet Food/Treats/Toys
Veterinarian
Other: _______________________
Miscellaneous
Personal Care
Annual Sub-Category Totals: 
Massage
Nails
Other: _______________________
Miscellaneous
Total WANTS
Enter your monthly cash flow expenses in the following categories and any applicable notes.
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Check this box when complete to calculate:
Monthly 
Amount 
 Annual 
Amount 
Vacation Homes
Annual Sub-Category Totals: 
Mortgage
Taxes
Homeowners Insurance
Association Dues
Maintenance/Repairs
Telephone/Fax
Internet
Cable
Electricity
Natural Gas
Firewood
Heating Oil & Other Fuels
Water & Other Public Services
Trash
Lawn/Yard Care
Alarm System
Pool/Hot Tub Service
e
The Cash Flow Worksheet
Likes
LIKES
Notes
Pool/Hot Tub Service
ce
Pest Control
Other: _______________________
Watercraft
Annual Sub-Category Totals: 
Loan/Lease Payment(s)
Boaters Insurance
Fuel
Tags/Registration
Maintenance/Repairs
Slip/Dock Fees
Other: _______________________
Miscellaneous
Recreation/Hobbies
Annual Sub-Category Totals: 
Other: _______________________
Miscellaneous
Education
Annual Sub-Category Totals: 
School Supplies/Books
Tuition Payments
Room & Board
Lunch Fees
School Uniforms
Extracurricular Activities
Other: _______________________
Miscellaneous
Total Likes
Enter your monthly cash flow expenses in the following categories and any applicable notes.
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Check this box when complete to calculate:
Monthly 
Amount 
 Annual 
Amount 
Heirs
Annual Sub-Category Totals: 
Monetary Gifts
Purchased Gifts
School Supplies/Books
Tuition Payments
Room & Board
Lunch Fees
School Uniforms
Extracurricular Activities
Other: _______________________
Miscellaneous
Charities/Institutions
Annual Sub-Category Totals: 
Monetary Donations
Tithes
Other: _______________________
Miscellaneous
Gifts to Trusts
Annual Sub-Category Totals: 
Other
Annual Sub-Category Totals: 
The Cash Flow Worksheet
Wishes
WISHES
Notes
Other
Annual SubCategory Totals: 
Total WISHES
Enter your monthly cash flow expenses in the following categories and any applicable notes.
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Check this box when complete to calculate:
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