Private Liquidity Analysis (PLA)

Private Liquidity Analysis (PLA) Tool

Use this Private Liquidity Analysis (PLA) Calculator to determine a series of variables for financial engineering.

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👈🏻 Enter the savings that they have set aside present day. This will be leveraged so we have additional information on their personal finances.

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Monthly Expense Section:

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NOTE: If the Monthly Net Cash Flow is equal to or greater than $100, the client is qualified for the 6-month financial engineering program.

Below - the client should be provided a small monthly savings goal where possible.

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You can generate a report for your clients below this section. Simply input the data that's required to do so.


Date of Analysis: 

Report Prepared For: 

Report Prepared By: 


DISCLOSURE: This analysis has been prepared for purposes of financial enhancement and fund-ability. This is done as part of our 6-month coaching and accountability program. The information is presented as a private liquidity analysis, also known as a 'PLA.' 
It is strongly advised that you follow the principles of this program and recommendations to get the best yield and outcomes.

Here is our current assessment of your current situation:

Your Monthly Net Income is: $
Your Monthly Expenses are: $
Your Net Monthly Cash Flow is: $

Based on the overall analysis done on your profile, you can save at least $ each month. Doing this will help you set aside emergency funds that can later be used for enhanced financial engineering.

Here's the analysis of your monthly expenses in accordance with our session together:

Your Rent/Mortgage Payment is: $
Your Hydro/Electric bill is: $  
Your Phone/Cell Plan bill is: $ 
Your Internet bill is: $ 
Your grocery bill is: $ 
Your Entertainment/Leisure bill is: $ 
Your Total Credit Card Bills are: $ 
Your clothing expenses are: $ 
Your Child Support Payment is: $ 
Your Life Insurance Premium is: $ 
Your Home Insurance Premium is: $ 
Your Car Insurance Premium is: $ 
Your fuel/gas bill every month is: $ 
Your Car Payment every month is: $ 
All other miscellaneous expenses are: $


In addition, your total savings set aside are: $

If any of the above-referenced information is incorrect, please let us know so that we can correct it and present you with a more accurate depiction of the PLA.

If you implement this strategy and follow the ideal monthly savings structure, you should be able to save a targeted $ within 6 months from the start of this program. This will further add leverage to your fund-ability and financial engineering goals.

We thank you for your cooperation. We look forward to our next session together.


Kind Regards,

Victor J. Parrish