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Complete a Financial Budget
Home
Complete a Financial Budget
Financial Budget
Go through our custom financial budget questionnaire to provide our licensed professionals with the information needed to properly assess your situation and make the best recommendations for your case.
1
Personal Info
2
Regular Expenses
3
Irregular Expenses
4
Variable Expenses
5
Income
6
Assets
7
Liabilities
8
Credit
9
General Info
Name
*
First
Last
Email
*
Phone
Address
Street Address
City
ZIP / Postal Code
Consent
*
I agree to the privacy policy.
Regular (Monthly) Expenses
*
Description
Monthly Expense
Expenses that you have to pay every month. For example, your mortgage is $1,000 every month. Your car insurance is $100 each month. These are going to be about the same amount, month-in, month-out.
Irregular Expenses
Description
Monthly Expense
Expenses that come up a couple of times a year that you know you need to budget for. For example, you know you'll spend about $1,800 on car maintenance over the year, but you won't pay it on a regular schedule. So you budget $150 every month into "Car Maintenance," and then, on some sad day, you'll have to give the mechanic all that money. But, if you've budgeted right, at least you'll have money to give him. Another example: holidays. If you're planning on spending $1,200, budget $100 a month, and you'll be covered.
Variable Expenses
Description
Monthly Expense
Expenses that you pay every month, but that you might budget differently from month to month. So you might normally budget $100 for "dining out." But if the budget's tight one month, you might cut that to $75. These are expenses that you can plan on (somewhat), but that you want to be able to change when needed. In other words, these expenses change from month-to-month.
Income
Description
Gross Monthly Income (Before Taxes)
List all sources of income here. Examples include a job, rental income, Social Security, pension, business income, etc.
Assets
Description
Asset Value
List all available assets. Include bank accounts (checking/savings), money market accounts, CD's, brokerage accounts (stocks/bonds/mutual funds), retirement accounts, life insurance policy value(s), market value of real estate owned, automobile value, and any other assets you can think of.
Liabilities
Description
Current Balance
List all liability descriptions and current total balances here. Include mortgage loans, auto loans, student loans, personal loans, remaining lease balances, credit card balances, tax liabilities, etc. Balances here may relate to monthly expenses input earlier.
Credit
Detail your estimated credit scores here and if there are any current issues with your credit (i.e. late payments, inaccurate information, etc.).
General Info
Feel free to share any other info you'd like us to know here for our review. You may also securely upload any relevant documentation you'd like for us to review with your submission.
File
Drop files here or