Let's talk finances
What's your relationship status?*
Select one...
Single
In a Relationship
Engaged
Married
Domestic Partner
Other or I'd prefer not to say
Is this financial plan only for you or for you and your partner?*
Just for me
For both of us
Me
Partner
What is your annual household income?*
(before any deductions. Be sure to include bonus, commissions...)
How often do you get paid?*
Weekly
Bi-Weekly
Once a Month
Semi-monthly (15th-30th)
Other
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?*
Weekly
Bi-Weekly
Once a Month
Semi-monthly (15th-30th)
Other
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
+ add row
Enter your partner's 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 partner's assets:
Assets
Balance/Value
Interest Rate
+ add row
What is your annual household income?*
(before any deductions. Be sure to include bonus, commissions...)
How often do you get paid?*
Weekly
Bi-Weekly
Once a Month
Semi-monthly (15th-30th)
Other
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
Please check that you have filled all required(*) fields.
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