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Private Coaching and Software Setup Form


05-20-2012

The more accurate the information you provide is, the more accurate your payoff projection will be. In order to add additional information as necessary to get all your line items reflected properly click the red "add another" in the appropriate areas.


Name Type Balance
Assets
Include if applicable: savings account(s) both personal and business, 401k(s), all investment(s) accounts, SEP account(s), other retirement(s) accounts, education funds, savings bonds, inheritance account(s), life Insurance policy(s)
Add Another Asset
Mortgage(s) Orig. Loan Amount Current Balance Interest Rate Term Total Monthly Payment Origination Date (Date Current Loan You're Paying On Started; Last Refi Date if Applicable) (MM/YYYY)
Add Another Mortgage
Description Monthly Amount When received/intervals
Income from ALL sources including rentals, child support, alimony, disability, retirement, 401k's, and money market accounts, etc.
Add Another Income Source
Name Limit Balance Interest Rate Minimum Monthly Payment
Debts
Credit cards, auto loans, student loans, HELOCs, investment properties
Add Another Debt
Description Due Dates
Required & Intervals
Itemized expenses (no debts) All monthly, quarterly, semi-annual and annual expenses. E.g., utilities, home-, auto-, life- and medical insurance; food; entertainment; gasoline; grooming; vacations; birthdays and any other expenses but remember, no debts!
Add Another Expense

*Due dates are required for Software Setup, but less important for an initial strategy session.