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 FMC Financial Snapshot of Cash Flow TM

The below form is intended to be a tool for you to gather information about cash flow, including your income and expenses in order to help me evaluate the scope of my services.

 For context, please refer to the page on "Financial Planning and strategies that create extra money."

You should print the pages below, answer the questions, and then:

  • fax the pages to Frank Sisco, CPA at 914-698-5335
  • or
  • (2) mail the pages to his attention at: Financial Management Corporation, 550 Mamaroneck Avenue, Harrison, NY 10528
 If you have any questions, please call Frank Sisco at 914-381-3737.