College CashFLOW Worksheet Please complete both tabs. Parent Name Parent Email Student Name SFC Advisor Date NET MONTHLY INCOME Enter Amount Parent 1 Net Monthly Income Parent 2 Net Monthly Income Social Security Benefits Child Support Alimony Pension Other TOTAL MONTHLY INCOME MONTHLY EXPENSES Enter Monthly Payment Balance Rent/Mortgage (1) Home Equity Loan Car Payment 1 Car Payment 2 Car Payment 3 Credit Card Payment (2) Other Loan Payment Life Insurance Property Taxes Auto Insurance Health Insurance Homeowner insurance Electricity Water/Propane Heat Telephone (All) Food & Home Supplies Clothing Medical/Dental Car Fuel/Repair Tuition - Private K-12 Tuition - College Gifts & Charity Books, Magazines & Publications Vacations & Camps Music, Dance & Lessons Student Sports & Athletics Trash removal Cable/Internet Svc ATM Withdrawals Other TOTAL MONTHLY EXPENSES NET INCOME (CASH FLOW)3 Note 1: Do not include taxes and escrow amounts here. Note 2: If you pay for gas, groceries, etc on your credit card and pay the balance in full each month, do not list the payment here. Put your expenses in the detail line items. If you carry a balance, enter the payment here. Note 3: If cash flow is negative, please explain on next page or rework the numbers. Click the "Questions" tab below to move on.
Amount saved for college for this student Amount you expect student to save from summer earnings Amount you expect from relatives, gifts and other sources Your willingness to incur personal debt from 0-100% Your willingness to have your student incur debt from 0-100% Max student debt you can tolerate (up to $27,000 max federal loans) Use box below for explanations/comments: Thank you for completing the form. Click "Submit" below to send the form to SFC. If submit is successful, you will be returned to https://strategiesforcollege.com You will receive a copy via email. Thanks again.