PERSONAL FINANCIAL SNAPSHOT
Get Fit Finance
APPOINTMENT DATE
/
Month
/
Day
Year
Date
PERSONAL INFORMATION
Your Name
Your Age
Your Type of Work
Spouse Name
Spouse Age
Spouse Type of Work
Number of Children or Other Dependents
Address
Mailing Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Email
Have you been through FPU?
Yes
No
What’s FPU?
Preferred method of contact for your session?
Phone
Video Conference
INCOME
What is your monthly net take home pay?
Do you have an irregular income?
Yes
No
Do you use a monthly budget?
Yes
No
SAVINGS
Do you have an emergency fund?
Yes
No
How much is in the fund?
Are you currently investing for retirement?
Yes
No
What is your balance?
What is your monthly contribution?
Do you contribute to non-retirement savings?
Yes
No
What is your balance?
What is your monthly contribution?
HOUSING
Do you rent or own?
Rent
Own
Are you current on your payment?
Yes
No
What are the total monthly payments?
CONSUMER DEBT
Do you have any vehicle loans?
Yes
No
Are you current on vehicle payments?
Yes
No
What are your total monthly payments?
List any total balances due:
Credit Cards
Student Loans
Taxes
Other
WHAT PRIMARY ISSUE SHOULD WE FOCUS ON DURING YOUR COACHING SESSION?
Budgeting
Real Estate
Dealing With Collectors
Wealth Building/Investing
Debt Elimination
Other
LIST THE TOP THREE CONCERNS/QUESTIONS RELATED TO YOUR ABOVE SELECTION:
CHUCK FOWLER / 623-238-2988 /
CHUCKFOWLER@GETFITFINANCE.COM
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