Personal Financial Snapshot
Name
First Name
Last Name
Age
Email
example@example.com
What is your household take-home pay per month?
How much cash do you have? (ex. Checking and savings accounts)
List all debts (excluding mortgage) smallest to largest (ex. Credit cards, student loans, personal loans, car loans, medical debt, cell phone, 0% interest loans)
What are your current assets and their relative values? (ex. House, cars, non-retirement accounts)
Do you have a monthly budget?
Yes
No
What are your total monthly expenses, and how are they broken down into broad categories? (ex. Auto and Transport, Bills and Utilities, Entertainment, Food, Debts)
Do you own a home?
Yes
No
What is the current mortgage balance, monthly payment, and terms? (ex. 30 year fixed at 4.25%
Do you have any children?
Yes
No
Do you have any college savings? (ex. 529, Education Savings Account)
Yes
No
What are the values of the college savings?
Do you have any retirement savings? (ex. 401k, Roth IRA)
Yes
No
What are the total values of your retirement savings?
What financial concerns do you have currently? (ex. moving, marriage, medical, child, purchase of a home)
What are your personal financial goals?
Submit
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