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  
Child Support  
Alimony  
Pension  
Other  
TOTAL MONTHLY INCOME  
 MONTHLY EXPENSES Enter Amount  
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 & House Supplies  
Clothing  
Medical/Dental  
Car Fuel/Repair  
Tuition  
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.
If submit is successful, you will be returned to https://strategiesforcollege.com
Parent Name
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 ($27,000 max federal loans)
Use box below for explanations/comments:
Thank you for completing the form.  Upon submission, you will receive a copy via email.
If submit is successful, you will be returned to https://strategiesforcollege.com