PERSONAL FINANCIAL SNAPSHOT
Type of Work
Type of Work
Have you been through FPU?
In Person Phone Video Conference Preferred method of contact for your session?
Number of Children or Other Dependents
Street Address Line 2
Postal / Zip Code
Preferred method of contact for your session
What is your monthly net take-home pay?
Do you have an irregular income?
Do you use a monthly budget?
Do you have an emergency fund?
How much is in the emergency fund?
Are you currently investing for retirement?
What is your retirement balance?
What is your monthly contribution?
Do you contribute to a non-retirement savings?
What is your non-retirement balance?
What is your non-retirement monthly contribution?
Do you rent or own?
Are you current on your rent/mortgage payments?
What are your total monthly rent/housing payments?
Do you have any vehicle loans?
Are you current on vehicle payments?
What are your total monthly vehicle payments?
List total credit card balance
List total student loan debt
List any back taxes due
What primary issue should we focus on during our coaching session?
Dealing with collectors
List the top three concerns/questions related to your above selection:
Should be Empty:
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