Coaching To Grow Monthly Cash Flow Plan
Name
First Name
Last Name
Name
First Name
Last Name
Email
example@example.com
Email
example@example.com
Phone Number
-
Area Code
Phone Number
Phone Number
-
Area Code
Phone Number
Monthly Take-Home Pay
Monthly Take-Home Pay
Alimony
Additional Income
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
CHARITY
Tithe
Charity & Offerings
SAVING
Emergency Fund
Retirement Fund
College Fund
Additional Savings
HOUSING
Do you own or rent?
OWN
RENT
First Mortgage/Rent
Second Mortgage
Real Estate Taxes if paid separately
Association Dues
Repairs/Maint.
Outside services/Lawn/Cleaning
UTILITIES
Electricity
Gas
Water
Trash
Phone/Mobile
Internet
Cable
Alarm
Oil
Propane
FOOD
Groceries
Restaurants
CLOTHING
Adults
Children
Cleaning/Laundry
TRANSPORTATION
How many vehicles do you own?
Do you own a boat/camper
YES
NO
Gas
Year/Make/Model
Year/Make/Model
Maintenance
Public Transportation
Tolls/EZ pass
MEDICAL/HEALTH
Doctor Bills
Medications
Dentist
Optometrist
Therapist
Vitamins
INSURANCE
Life Insurance
Health Insurance
Homeowner/Renter
Auto Insurance
Identity Theft
Long-Term Care
PERSONAL
Child Care/Sitter
Toiletries
Barber/Hair Dresser
Education/Tuition
Books/Supplies
Child Support/Alimony
Subscriptions including Hulu, Netflix, Apps etc.
Organization Dues
Gifts (Including Christmas)
Baby Supplies
Pet Supplies
Miscellaneous
RECREATION
Entertainment
Hobbies
DEBTS
Student Loan 1
Student Loan 2
Student Loan 3
Student Loan 4
Credit Card 1
Credit Card 2
Credit Card 3
Credit Card 4
401K Loan
Personal Loan
Home Equity Loan
Medical Debt
IRS Debt
Other Debt
Submit
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