This worksheet helps you compile a complete picture of your income and expenses. List all sources of income and recurring expenses so you can see your overall financial picture and make informed decisions for your planning needs.

First Name

Last Name

Email *

Phone *

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This page focuses on your monthly expenses.

What is your homeowner status? *

Rent

Own

Home purchase in process!

Monthly Housing Costs *

How much is your Renters / Home Owners Insurance (Protects The Property)? *

How much do you pay for Property Mortgage Insurance (PMI, protects the Lender)? *

How much is your Mortgage Protection Insurance (MPI, protects the borrower) (Not to be confused with PMI)? *

On average, how much is your electricity bill? *

On average, how much is your water bill? *

On average, how much is your phone bill? *

On average, how much is your cable bill? *

On average, how much is your internet bill? *

How much is your car payment? *

How much is your car insurance? *

On average, how much do you spend on gas monthly? *

On average, how much do you spend on eating out monthly? *

On average, how much do you spend on groceries monthly? *

On average, how much do you pay for food or drink service subscriptions monthly? (Include yummy subscriptions such as UberEats, Everyday Dose, U Relax, and Thrive Market.) *

On average, how much do you pay for streaming service subscriptions monthly? (Include streaming services such as Netflix, Disney+, and HBO Max.) *

On average, how much do you pay for fun or entertainment subscriptions monthly? (Include fun subscriptions such as Chuck E Cheese, sports team fees, YMCA, and Boy/Girl Scouts.) *

On average, how much do you spend on other entertainment monthly? *

On average, how much do you spend on cosmetic needs monthly? (Include make up, mani/pedi, barbershop, and hygiene products.) *

On average, how much do you spend on other needs monthly? *

On average, how much do you spend on credit card debt monthly? *

On average, how much do you spend on other debt monthly? *

On average, how much do you spend on student loans monthly? *

What is your total outstanding debt? *

What are your total monthly expenses? *

Do you maintain a household budget? *

Yes! Absolutely!

I try to remember but I'm so forgetful...

What is a budget?

This page focuses on your credit details.

Do you actively monitor your credit report? *

Yes!

Sometimes...

Never. What's a credit report?

What is your current credit score? *

What is your desired credit score? *

Are you working with a credit repair company? *

Yes I am!

No, but I would like to!

I am not interested in my credit.

Use of Budgeting Tools? *

Use of Financial Tools? *

Do you see any Debt Reduction progress? *

Do you have Credit Karma? *

Yes

Upload a Credit Factors Screenshot

Thank you for taking the time to complete the Income / Expenses Breakdown. This will provide insight to how you are actively spending money monthly. A copy of this form will be emailed to you for your records.