In this section we assess your income and expenses on an average month. I realize this may be a difficult process, that's why I've provided lots of support along the way. To start, it will be helpful to have the following financial info handy: your pay stubs, current bills, and bank statements.
My clients usually spend 30 minutes on this step.
There are two options to complete the financial snapshot:
(a) Online Form - Use the online form to enter a summary of income and expenses (recommended for mobile devices), OR
(b) Excel Worksheet - Download the budget worksheet in Excel to enter income and expenses (includes a comprehensive budget report), save the file offline then attach it with your submission.