Cash Flow Statement Infographic

This Cash Flow Statement infographic will help start you on your way to determine exactly how much money you have, where your money is allocated and how close you are to reaching your financial goals.

Creating a personal cash flow statement offers a clearer picture of your monthly cash inflow (money you earn) and your monthly cash outflow (money you spend).  This is a first step that can guide you to create a budget and to set goals for increasing your net worth.

This Cash Flow Statement Infographic outlines how you can control your financial affairs through a cash flow statement.

Budgeting and tracking your expenses gives you a strong sense of where household money goes and can help reach financial goals, whether you are saving for a down payment on a house, paying down credit cards or saving for retirement.

This Cash Flow Statement infographic and companion fillable PDF form, helps to start the conversation to map out a financial plan.

This infographic is included in FreshPlan software and is also available as a print-ready or web-ready piece.

Companion Calculator

Companion Financial Management calculators help to establish your current financial situation to begin the financial planning process. Companion calculators include:

Infographic Features

Communicate Complex Concepts
Financial Infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. When clients and prospects gain insights quickly, the content is more memorable.

Current & Shareable
Manage your client communications with current and timely vibrant infographics to share on social media, via email, in meetings or mailings.

Infographics are personalized with the advisor name, contact information and company logo.

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