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Lump Sum Payment Planning

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Lump Sum Payment Planning

 

Payments you make on a NON-monthly basis can be budget busters if not planned for, so we are converting them to a monthly basis for you to use on your Monthly Cash Flow Plan where you will set money aside monthly to avoid strain or borrowing when these events occur. If an item here is already paid monthly, enter NA. If you make a payment quarterly then annualize it for this sheet.

Item Needed

Annual Amount

Monthly Amount

 

 

 

Real Estate Taxes

_______

 /12 =  

_______

Homeowners Insurance

_______

 /12 =  

_______

Home Repairs

_______

 /12 =  

_______

Replace Furniture

_______

 /12 =  

_______

Medical Bills

_______

 /12 =  

_______

Health Insurance

_______

 /12 =  

_______

Life Insurance

_______

 /12 =  

_______

Disability Insurance

_______

 /12 =  

_______

Car Insurance

_______

 /12 =  

_______

Car Repair/Tags

_______

 /12 =  

_______

Replace Car

_______

 /12 =  

_______

Clothing

_______

 /12 =  

_______

Tuition

_______

 /12 =  

_______

Bank Note

_______

 /12 =  

_______

IRS (Self-Employed)

_______

 /12 =  

_______

Vacation

_______

 /12 =  

_______

Gifts (inc. Christmas)

_______

 /12 =  

_______

Other _______

_______

 /12 =  

_______

All glory, honor and praise to Jesus Christ our Lord.
Serving the Lord together since Dec. 2002!!