Personal Savings Analysis
Before our meeting, please watch the video and complete the form below.
Name
*
First Name
Last Name
Date of Birth
*
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Month
-
Day
Year
Date Picker Icon
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
Mortgages
Mortgage Term
Monthly Payment Including Escrow
Extra Principle Payment
Interest Rate
Escrow Payment
Current Mortgage Balance
Original Mortgage Balance
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2
3
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10
LOANS - Auto Loans, Student Loans, & Personal Loans
Account Name
Current Balance
Minimum Payment
Extra Principal Paymrnt
Interest Rate
Current Balance
Original Balance
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2
3
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10
REVOLVING CREDIT - Line of Credit, Credit Cards, & Home Equity Line of Credit
Account Name
Current Balance
Minimum Payment
Extra Principal Paymrnt
Interest Rate
Current Balance
Credit Limit
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10
AVERAGE HOUSEHOLD NET INCOME
Income Source
Payment Frequency
Average Net Income Per Pay Check
1
2
3
4
5
Monthly Expenses (Do not including debt payments listed above)
*
Monthly Discretionary Income
*
Current Emergency Fund
*
Save
Submit
Should be Empty: