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Analysis Worksheet
Financial Freedom
11
Questions
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1
Contact Information
*
This field is required.
Your information will not be shared with anyone else or spammed.
First Name
Last Name
Email
Phone Number
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2
Do You Own A Home?
*
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YES
NO
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3
Do You Have A Mortgage?
*
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YES
NO
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4
Do You Have More Than 2 Mortgages?
You can upload a file for all mortgages you have. IF YOU DO NOT WISH TO UPLOAD A FILE OR DO NOT OWN A HOME, PLEASE SELECT NO. The mortgages can be imported later.
YES
NO
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5
MORTGAGE INFORMATION
*Including Principal, Interest, Escrow, PMI/Mortgage Insurance ETC....
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6
Upload Mortgage Document
Skip If you do not have a mortgage
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Select files to upload
Max. file size
: 10.6MB
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7
PERSONAL/BUSINESS LOANS
*
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*Auto Loans, Student Loans, Personal Loans, Business Loans, etc...
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8
Lines of Credit
*LOC-Line of Credit, Credit Card, HELOC - Home Equity Line of Credit
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9
Average Household Income
*
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*Every Week, Every Other Week, Once A Month, Twice A Month, Every Three Months, Twice a Year, Once A Year
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10
Expenses & Discretionary Income
*
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Monthly Expenses (All Bills, Food, Gas, Electric, etc...
Monthly Discretionary Income (Left after Bills are paid)
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11
Select a Day and Time For A Introductory Call
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