Finance Azimuth Check
To get an idea of where you're at and save us time during our call.
Name
*
First
Last
Age
*
Are you married?
*
Yes
No
Enter # of Children under 17 in the house
*
Phone Number
*
Format: (000) 000-0000.
Personal E-mail
*
example@example.com
Annual Taxable Employment Income (don't include self employment pay, VA benefits, BAH, deductions, or "take home" pay)
*
This is DFAS pay (don't include BAH...helps to have an LES to reference, you can upload one and leave this blank if you want, just make sure you account for spouses income)
Annual non-taxable income (VA benefits, CRSC, etc.)
*
BAS, BAH, etc. (again, upload recent LES if you want).
Do you have any self employment income? (NOT rental income)
*
Yes
No
Annual NET self employment income (after self employment deductions)
*
This is DFAS pay, W-2 pay, etc.
Total Assets (value of all things you own; investments, stocks, retirement, etc.)
*
Break down your assets (can be round/general numbers - best guess is fine)
*
Rows
Total
Monthly Additions
Primary Residence
Retirement
Savings
Addtl Real Estate
Brokerage
Other
Do you have any rental real estate?
*
Yes
No
Rental Properties
*
Total Liabilities (add up all your debts; cars, mortgages, student loans, etc.)
*
Break down your debts (best of your ability, the more accurate the better)
*
Rows
Balance
Monthly Payment
Interest Rate
Mortgage
Vehicles
Student Loans
Credit Cards
Other
Life Insurance Situation:
i.e. $1M term, expires at 57 y/o, $250k whole life @ $422/mo, etc.
Anything else I should know?
i.e. About to get a bonus, about to PCS, about to get married/divorced, etc.
What are your short and long term financial goals?
*
What are your top 3 questions you want answered in our call
*
File Upload (LES, W-2, Tax Return, etc.)
Browse Files
Drag and drop files here
Choose a file
Not required - but this helps us examine tax strategy to see if there are any gaps or recommendations that should be addressed
Cancel
of
Do you prefer virtual or in person (in person only available in Moore County)
In-Person (less availability)
Virtual
Let Me See Availability and Decide
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The Donovan & Bank Foundation's free financial azimuth checks are not part of our core mission and offerings. We are able to offer these sessions temporarily thanks to generous donations from previous users like you. A small donation goes a long way to allow us to continue offering this service as a reasonable and affordable alternative to the predatory actors looking to sell you a product you don't need. Although a donation is not required to book a call, we humbly ask that you would strongly consider making a donation to keep this effort alive!
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