Transcript Slide 0

CALS diagram for: [client name]
Date: [insert date]
Profit and loss
Balance sheet
Name $XX,000
___________ $_____
___________ $______
___________ $_____
___________ $______
___________ $_____
___________ $______
Income
Assets
Total: $XX,000
Total: $XX,000
___________ $_____
___________ $______
___________ $_____
___________ $______
Net
$XXK
___________ $______
Tax $XX,000
___________ $_____
Tax
___________ $_____
Insurance and
estate planning
___________ $_____
___________ $______
___________ $_____
___________ $_____
___________ $_____
___________ $_____
___________ $_____
Expenses
Liabilities
Total: $XX,000
Total: $XX,000
___________ $_____
___________ $_____
___________ $_____
___________ $_____
___________ $_____
___________ $_____
___________ $_____
___________ $_____
___________ $_____
Income
= $XXk
Expenses
= $XXk
Net cashflow = $XXk
$ XXXk Inv
$XXXk debt
$X,XXXk L/Style $XXXk debt