Where do you currently live?
Age?
Who is involved in your budget besides yourself?
Just me
My spouse or partner
My child(ren)
Other family member or friend
If you have children, how many?
What is your household annual gross income?
What is your job title?
What is your spouse's/partner's job title?
How often are you paid?
What were the take-home pay amounts for your last paychecks?
If anyone in your budget receives variable pay, please provide the range of paycheck amounts:
What is the current balance of your emergency fund?
Please list your debts in the following format: Name, Current Balance, Interest Rate, Minimum Payment
Please provide details regarding your savings buckets (sinking funds) in this format: Description, Balance, Goal
Please provide basic information regarding your investing habits: Account type, Current Balance, Monthly contribution
If yes to the above, what is the match amount?
Now let's list bills/expenses. Include amount and due date for bonus points!
Mortgage
Daycare
Tithes/giving
Electric/gas
Water
Internet
Cell phone
Netflix
Hulu
Spotify
Other subscriptions
Auto insurance
Renter's insurance
Life insurance (only if this is taken out AFTER your paycheck)
Health insurance (only if this is taken out AFTER your paycheck)
Auto loan minimum payment
CC minimum payment
Student loan minimum payment
Pet costs (enter MONTHLY estimate)
Groceries (enter MONTHLY estimate)
Dining Out (enter MONTHLY estimate)
Gas/transportation costs (enter MONTHLY estimate)
Please list any remaining expenses & their amounts using the space below.
What's something you'd like to accomplish in the next 3-6 months?
Anything else you'd like me to know before I build your budget?
If you'd like me to contact you if your budget is selected, please enter your FIRST NAME and EMAIL ADDRESS here:
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