Start on your path toward Financial Freedom

This Quick Start Plan takes into consideration your goals and finances and then customizes a plan just for you, featuring custom calculations and actions to take. Get a rough idea, then contact us for a more comprehensive, in-depth discussion about your financial plan and how to put it all to action.

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Personal Info

MONTHLY TAKE-HOME HOUSEHOLD INCOME

(After taxes and all deductions)

MONTHLY TAKE-HOME HOUSEHOLD INCOME (AFTER TAXES & All DEDUCTIONS)

MONTHLY EXPENSES

MONTHLY RENT OR MORTGAGE

Include property taxes, home insurance and any home association fee

$1200

MONTHLY STUDENT LOAN(S)

$250

MONTHLY CAR LOAN(S)

$300

MONTHLY CREDIT CARD PAYMENTS

Include all credit cards, but only if you carry a balance, not if you pay in full at end of month

$100

MONTHLY TRANSPORTATION

Include gas, parking, insurance, car service or public transportation

$150

MONTHLY GROCERIES & HOME SUPPLIES

$300

MONTHLY CELL PHONE

$100

MONTHLY UTILITIES

Internet, cable, gas/electric, water, home alarm, others

$100

MONTHLY HEALTHCARE

Include copays, deductibles, life insurance, others. Do not include premium if deducted from paycheck already

$150

MONTHLY KIDS EXPENSES

Daycare, supplies, tuition, activities, toys, others

$150

MONTHLY DINING OUT

Restaurants, fast food, bars, coffee, others

$300

MONTHLY PERSONAL SPENDING

Entertainment, subscriptions, shopping, personal care, dry-cleaning, gym, hobbies, travel, gifts, pets, others

$200

MONTHLY SAVINGS

ASSETS (WHAT YOU OWN)

DEBTS (WHAT YOU OWE)

YOUR FUTURE & YOUR FAMILY

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The results are not to be considered investment advice and are for informational purposes only.

Start on your path toward Financial Freedom

Personal Info

AGE

MARRIED ?

KIDS ?

YOUR GOALS ?

MONTHLY TAKE-HOME HOUSEHOLD INCOME

(After taxes and all deductions)

MONTHLY TAKE-HOME HOUSEHOLD INCOME (AFTER TAXES & All DEDUCTIONS)

MONTHLY EXPENSES

MONTHLY RENT OR MORTGAGE

Include property taxes, home insurance and any home association fee

MONTHLY STUDENT LOAN(S)

MONTHLY CAR LOAN(S)

MONTHLY CREDIT CARD PAYMENTS

Include all credit cards, but only if you carry a balance, not if you pay in full at end of month

MONTHLY TRANSPORTATION

Include gas, parking, insurance, car service or public transportation

MONTHLY GROCERIES & HOME SUPPLIES

MONTHLY CELL PHONE

MONTHLY UTILITIES

Internet, cable, gas/electric, water, home alarm, others

MONTHLY HEALTHCARE

Include copays, deductibles, life insurance, others. Do not include premium if deducted from paycheck already

MONTHLY KIDS EXPENSES

Daycare, supplies, tuition, activities, toys, others

MONTHLY DINING OUT

Restaurants, fast food, bars, coffee, others

MONTHLY PERSONAL SPENDING

Entertainment, subscriptions, shopping, personal care, dry-cleaning, gym, hobbies, travel, gifts, pets, others

MONTHLY SAVINGS

MONTHLY WORK RETIREMENT PLAN

401K, 403B, or similar, that is deducted from paycheck

MONTHLY IRA OR SIMILAR

A Traditional or Roth IRA

MONTHLY SAVING/INVESTING

Monthly savings/investing for all your other goals

ASSETS (WHAT YOU OWN)

CHECKING/SAVINGS ACCOUNT BALANCE

VALUE OF HOME (IF YOU OWN)

VALUE OF CAR(S)

401K/403B (WORK PLAN) BALANCE

IRAs BALANCE (INDIVIDUAL RETIREMENT ACCOUNTS)

INVESTMENTS/OTHERS BALANCE

DEBTS (WHAT YOU OWE)

CREDIT CARDS BALANCE YOU CARRY TO NEXT MONTH

MORTGAGE BALANCE (IF YOU OWN)

STUDENT LOANS BALANCE (COMBINE ALL)

CAR LOAN(S) BALANCE

OTHER DEBTS BALANCE (COMBINE ALL)

YOUR FUTURE & YOUR FAMILY

IF YOUR PORTFOLIO DROPS 20% DURING A PERIOD OF 3 MONTHS WOULD YOU SELL IF YOUR GOAL IS MORE THAN 5 YEARS AWAY?

DO YOU HAVE A WILL?

DO YOU HAVE A LIVING WILL?

DO YOU HAVE A POWER OF ATTORNEY FOR FINANCES?