Personal Savings Report Appointment - Money Max Debt Worksheet
PLEASE take a moment to watch the video. Please complete your debt worksheet and submit prior to your Personal Savings Analysis appointment. The "Submit" tab will appear when all applicable fields are filled in. Thank you.
PRESTONS2SAVE@GMAIL.COM 803-419-2486
Please Print Full Name
Cell Phone preferred:
Format: (000) 000-0000.
Full Address: include: City, State, Zip
Email
example@example.com
Mortgages
*Including Principal, Interest, Escrows, PMI/Mortgage Insurance etc.
Rows
Type of Loan
Mortgage Balance
Interest Rate
Monthly Required Payment with Escrow
Monthly Escrow
Monthly Extra Principal Payment
Mortgage Insurance Payment
HOME
OTHER
OTHER
OTHER
Loans
*Auto Loans, Student Loans, Personal Loans, Business Loans
Rows
Account Name*
Current Balance
Interest Rate
-
Required Monthly Minimum Payment
Extra Monthly Principal Payment
LOAN TYPE
LOAN TYPE
LOAN TYPE
LOAN TYPE
LOAN TYPE
ADDITIONAL LOANS: EMAIL WITH REQUIRED DETAILS
Revolving Credit
*LOC- Line of Credit, Credit Card, HELOC – Home Equity Line of Credit
Rows
Type of Creditor
Current Balance Payment
Credit Limit
Interest Rate
Required Minimum Monthly Payment
If 0% interest Indicate new Interest rate
CREDITOR
CREDITOR
CREDITOR
CREDITOR
CREDITOR
CREDITOR
ADDITIONAL DEBT: EMAIL WITH REQUIRED DETAILS
Average Household Net Income
*Every Week, Every Other Week, Once a Month, Twice a Month, Every Three Months, Twice a Year, Once a Year (Include any Rental/Investment monthly income.)
Rows
Income Source
Payment Frequency
Average Net Income Per Paycheck
Monthly Living Expenses All Other Monthly Bills - Food, Gas, Utilities, Insurance, Phones, Internet, etc. (Do not include Creditors already entered.)
AND
Monthly Discretionary Income : Money to set aside after All Creditors & Living Expenses have been paid.
Heading
Submit
Should be Empty: