Understanding cash flow is a cornerstone to effective planning. As such, a carefully thought out cash flow plan will drive the life planning needed now and in the future.
Please fill in the Annual Expenses and the Annual income areas below. There may be some boxes that you simply can’t complete, do the best estimating you can. When you have completed entering make sure to click the Calculate button at the bottom of the page and then Save Progress after. This will create an Annual Net Need and Grand totals with important information for you to use in your planning. Only enter numeric data.
*Only enter numeric data. Do not enter text characters like $ £ € , / – .
Annual Expenses
You can enter your own numbers or select either a Low, Medium or High scenario from the default expense values below.
The value will auto-populate the expense fields below based upon your selection. You also have the ability to manually enter any changes to these numbers as they may apply to your family member with special needs.
- Low Scenario = lower living expenses based upon the lifestyle you envision for your family member with special needs.
- Medium Scenario = average expenses.
- High Scenario = highest lifestyle expenses.
Annual Income
Enter the projected annual income for your family member with special needs. If not at working age, enter ‘0’. *Family income refers to contributions to your family member with special needs. When you have competed, make sure to Calculate first and then Save Progress.
Income & Expense Notes for Parents
*Please DO NOT FORGET to FIRST click the “Calculate” button at the bottom of the page, and then the “Save Progress” button when you are finished or if you would like to leave the page.
Set Default Values for Annual Expenses
*Values will not be saved until you click "Save Progress"*
(Be sure to FIRST click Calculate for total amounts, and then click Save Progress to keep your changes.)