Add instant interactivity to your advisor or corporate website with financial calculators.
All financial calculators are easy-to-use and allow clients to enter different scenarios to personalize their results. These web calculators are customized with your company name, logo and your specific call to action. Contact us for pricing and customization options >
Preparing a cash flow statement
Do you ever ask yourself, “where does all my money go?” To get a better idea, take some time to prepare a cash flow statement – a very important step when planning your financial future. To determine your net cash flow, estimate your annual income from all sources and then subtract your expected total payments and expenses over the next twelve months. It may be helpful to keep your bank statements, credit card and loan statements, property tax and utility bills handy to make this exercise easier. Your current statement of cash flow will help you: 1) learn your ability to save and invest, 2) let you analyze your standard of living, 3) highlight areas that may need more attention.
What is your cash flow? Use the cash flow calculator to easily track all your income and expenses.
Reinforce Advice for Clients
Support your planning recommendations by allowing clients to easily work through specific financial calculators on your website to help them get a clearer picture of their current financial situation, portfolio management, investment growth, their future needs and the value of working with a professional.
Educate prospective clients through financial planning calculators that offer easy-to-use “what-if” scenarios. Provide additional value to help them better understand areas including, tax planning, financial management, education planning, insurance and to help them plan for retirement. This will help create urgency and encourage them to seek professional advice.
Visit our gallery of financial calculators to choose from a wide range of financial planning topics including: Tax Planning, Investing, Personal Finance, Insurance, Mortgages and Debt, Rising Fuel Costs and more. Calculator Gallery > Learn more about pricing and customizing this financial calculator for your website.