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For the well-being of our members and staff and to limit the spreading of COVID-19 (Coronavirus) in our community, TFCU and the Investment Center at TFCU will be temporarily closing all its branch lobbies beginning Monday, March 23 until Monday, April 13 --or further notice. To reach Sal Chavez, Financial Advisor, please call 915-926-2258 or email SChavez@swbc.com. If we do not answer immediately, please leave a voicemail and we will get back to you as soon as possible.

 

If you are unable to reach the Investment Center at TFCU or if your matter is urgent, please call our Service Center at 866-884-2605 or email invoperations@swbc.com.

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Cash Flow Analysis

What's Your Cash Flow Situation?

Managing debt and maintaining your lifestyle over the long term is challenging. Without a reasonable budgeting plan, it is difficult to effectively manage spending. This Cash Flow Analysis form can help you compare your income to your expenses to determine your net cash flow.

Monthly Income:

Monthly Expenses:

Monthly Expenses:

Monthly Expenses:

Monthly Expenses:

Getting your cash flow under control is the first step toward effective financial management. Are you comfortable with your current cash flow? If not, you may need to take immediate action to control your spending.

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Your Results
Description Amount
Your total income is: $0
Your total expenses are: $0
Your cash flow is: $0

Your net cash flow is the amount of money left after paying all your bills. The chart below shows how much cash you have left at the end of each month after meeting your expenses, based on the amounts you entered. How much of your net cash flow are you currently investing for the future?

Your Monthly Cash Flow

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Check the background of this financial professional on FINRA's BrokerCheck