Financial GPS Analysis

1
Name
First Name
Last Name
2
Email
example@example.com
3
Phone Number
Please enter a valid phone number.
4
HOMEOWNER?
YESNO
5
NET INCOME
6
PAY FREQUENCY
MONTHLY
SEMI MONTHLY
BI-WEEKLY
WEEKLY
7
SPOUSE NET INCOME
8
PAY FREQUENCY
MONTHLY
SEMI MONTHLY
BI-WEEKLY
WEEKLY
9
MORTGAGE BALANCE
10
IS THIS A HOME EQUITY LINE OF CREDIT?
YESNO
11
ORGINAL LOAN BALANCE
12
MORTGAGE RATE
13
MORTGAGE PAYMENT
14
MORTGAGE START DATE
Date
Year
Month
Day
15
MORTGAGE TERMYEARS
1
2
3
4
5
6
7
8
9
10
15
20
25
30
16
STUDENT LOAN BALANCE
17
STUDENT LOAN INTEREST RATE
18
STUDENT LOAN REQUIRED PAYMENT
19
CREDIT CARD BALANCE
20
CREDIT CARD INTEREST RATE
21
CREDIT CARD MINIMUM PAYMENT
22
CREDIT CARD LIMIT
23
AUTO LOAN BALANCE
24
AUTO LOAN INTEREST RATE
25
AUTO LOAN PAYMENT
26
CHECKING ACCOUNT BALANCE
27
SAVINGS ACCOUNT BALANCE
28
SAVINGS ACCOUNT INTEREST RATE
29
401K BALANCE
30
STOCKS AMOUNT
31
LIFE INSURANCE AMOUNT
32
INSURANCE TYPE
TERM
WHOLE LIFE
UNIVERSAL LIFE
NOT SURE
33
MONTHLY EXPENSES
34
MONTHLY DISCRETIONARY
Should be Empty: