Finances Form FinPlan

What is your annual household income?*

(before any deductions. Be sure to include bonus, commissions...)

How often do you get paid?*

Other:

Enter your debt information:

If there is something you're not sure about, leave it blank. Please enter the name of the creditor i.e. AMEX, Chase, Capital One, Bank of America, etc.

Debt Item

Minimum Per Month

Due date

Amount Owed

Interest Rate

Time left

+ add row

Enter your recurring expenses:

If an expense is not listed, please add it with its appropriate name.

Recurring Item

Per Month

Due date

+ add row

Enter your lifestyle expenses:

If an expense is not listed, please add it with its appropriate name.

Recurring Item

Per Month

+ add row

After tax income:

Item

Income

+ add row

Your assets:

Assets

Balance/Value

Interest Rate

+ add row

What is your partner's annual household income?*

(before any deductions. Be sure to include bonus, commissions...)

How often does your partner get paid?*

Other:

Enter partner's debt information:

If there is something you're not sure about, leave it blank. Please enter the name of the creditor i.e. AMEX, Chase, Capital One, Bank of America, etc.

Debt Item

Minimum Per Month

Due date

Amount Owed

Interest Rate

Time left

+ add row

Enter your partner's recurring expenses:

If an expense is not listed, please add it with its appropriate name.

Recurring Item

Per Month

Due date