FINANCIAL BUDGET *if applicable, after all business expenses
|
|
|
- Julian Miller
- 5 years ago
- Views:
Transcription
1
2
3
4 FINANCIAL BUDGET *if applicable, after all business expenses EXPENSES MONTHLY Comment NECESSARY/ DISCRETIONARY Garbage Gas & Electric Home Repairs/Maintenance Home Improvement (not home maintenance) Furniture & Appliance Replacement House Supply Yard Maintenance (also seasonal) Auto Loan(s) Auto Insurance Auto Related Fees (driver s license & registration) Gasoline Auto Maintenance Food & Groceries (not dining out) Apparel (necessary) Apparel (above what s needed) Telephone (primary) Mobile Phone (non-primary) Credit Card #1 Credit Card #2 Student Loans Dry Cleaning Personal Care (hair cut) Childcare (daycare & babysitters) Other Dependent Expenses (back-to-school) Cable or Satellite TV Internet Access Home Security Entertainment (not dining out) Leisure Activity/Hobby (golf, hunting, etc.) Personal/Convenience Luxury (Starbucks) Membership/Fee (Costco) Dining Out Travel & Vacation (guest) Gift (wedding, Christmas) 2
5 FINANCIAL BUDGET *if applicable, after all business expenses EXPENSES MONTHLY COMMENT NECESSARY/ DISCRETIONARY Pets, Pet Care and Pet Food Electronics (also replacement) Gym membership Beer & Alcohol Cigarettes & Tobacco Other Other Expenses TOTAL INCOME TOTAL NECESSARY EXPENSE TOTAL DISCRETIONARY EXPENSE BALANCE FOUNDATION HEALTH INSURANCE Who is covered_ What is deductible Maximum out of pocket Coverage note_ EMERGENCY FUND Balance Where deposited How many times your monthly expense LIFE INSURANCE Coverage amount Term or permanent Begin year Terms end date Cash value DISABILITY INSURANCE Coverage amount Term or permanent Begin year Terms end date Cash value LONG-TERM CARE INSURANCE Coverage amount Term or permanent Begin year Terms end date Cash value UMBRELLA POLICY Coverage amount Term or permanent Begin year Terms end date Cash value FINANCIAL GOAL 3 FINANCIAL GOAL & OBJECTIVE (pick 3 by order of importance): o Aggressive Growth o Retirement Income o Strong Growth o Keeping ahead of inflation o Conservative Growth o Building wealth for heirs o Growth & Income o Capital Preservation (current & future) RETIREMENT HORIZON: o Never o Not for at least 20 years o In 10 to 20 years o In 5 to 10 years o In less than 5 years o Immediately
6 HOLDINGS & LIABILITIES REAL ESTATE MOTGAGE INTENT CURRENT VALUE REMAINING LEASE AMOUNT EXPENSES INVESTMENT PAYMENT(%) Primary Secondary Other real estate holdings Other real estate holdings Other real estate holdings LIQUID INVESTMENT OWNER INTENT CURRENT VALUE RETURN% Cash Bonds and bond mutual funds Stock and stock mutual funds Other liquid asset RETIREMENT OWNER INTENT CURRENT VALUE RETURN% IRA IRA Qualified retirement plan (e.g., 401(K)) Qualified retirement plan (e.g., 401(K)) Annuities Other retirement assets BUSINESS CURRENT VALUE or BALANCE REPLACEMENT VALUE PAYMENT CEASE DATE Business value Equipment Inventory Other asset Other liability OTHER HOLDINGS & LIABILITES CURRENT VALUE or BALANCE INTENT REMAINING PAYMENT (%) Automobile(s) Student loan Credit card Personal debt Other asset Other liability TOTAL ASSETS TOTAL LIABILITIES BALANCE 4
7 ESTATE PLANNING Do you have updated/adequate wills? o Yes o No o Uncertain Have you established any trust? o Yes o No o Uncertain Do you have medical durable attorney? o Yes o No o Uncertain Do you have financial durable attorney? o Yes o No o Uncertain Do you have adequate life insurance? Do you have adequate disability insurance? Do you have adequate long-term care insurance? *refer to FOUNDATION/PROTECTION *refer to FOUNDATION/PROTECTION *refer to FOUNDATION/PROTECTION Will you be receiving a significant inheritance? o Yes o No o Uncertain Have you adequately considered estate tax? o Yes o No o Uncertain Have you provided adequate estate liquidity for your heirs? o Yes o No o Uncertain Is proper titling and beneficiary a concern? o Yes o No o Uncertain Do you have digital asset/estate management in place? *refer to FOUNDATION/PROTECTION 5
8
Part 1: Retirement Income Estimation Worksheet:
Retirement Cash Flow Worksheet and Budget Date: Name: Part 1: Retirement Income Estimation Worksheet: Annual Income $ CPI Indexed? Continued Employment of Spouse... (Until Age: ) Part Time Employment...
77 Access Road, Suite 6, Norwood, MA Tel (781) Fax (781) PERSONAL INFORMATION
77 Access Road, Suite 6, Norwood, MA 02062 Tel (781) 278-9488 Fax (781) 278-9489 www.proficientwealth.com PERSONAL INFORMATION Name(s) Address Home Phone Home Fax Home e-mail Please check preferred location
Taylor Financial Group s Monthly Planning Letter
Taylor Financial Group s Monthly Planning Letter September 2015 IRA Checklist Month September is IRA Checklist Month at Taylor Financial Group When was the last time you reviewed your retirement plan?
Discovery Questionnaire
8023 E 63 rd Pl, Suite 540, Tulsa, OK 74137 Phone: (918) 940-3802 Fax: (918) 615-3368 www.advancedtaxconsulting.com Discovery Questionnaire This comprehensive, personal financial summary is designed to
Client Data Form YOUR SECURE INCOME SOURCES IN RETIREMENT YOUR RETIREMENT SAVINGS
Client Data Form Why We Collect This Information This Client Data Form collects information about your age and planned retirement dates, current income, retirement savings assets, anticipated "Secure Income
Personal Financial Planning Questionnaire
Part I: Personal and Family Information 1. Your General Information Your Full Name Your Date of Birth Your Place of Birth Your State of Residency s Full Name s Date of Birth s Place of Birth s State of
The Wise Wealth Planning Workshop Questionnaire
The Wise Wealth Planning Workshop Questionnaire The Wise Wealth Planning Program Instructions After completion of form, click the submit button to e-mail data to Savant or print off a copy and mail it
Prudential Financial Planners Financial Profile Questionnaire
Prudential Financial Planners Financial Profile Questionnaire Neither Prudential Financial, its affiliates, nor its financial professionals, render tax or legal advice. Please consult with an attorney,
Discovery Questionnaire
Discovery Questionnaire This comprehensive, personal financial summary is designed to help you take inventory and assign realistic values to your personal assets and liabilities. It is the essential first
DOMESTIC RELATIONS FINANCIAL AFFIDAVIT
IN THE SUPERIOR COURT OF CLAYTON COUNTY STATE OF GEORGIA vs. Plaintiff,,, Defendant. Civil Action Case Number DOMESTIC RELATIONS FINANCIAL AFFIDAVIT (1) Your Name: Your Age: Spouse s Name: Spouse s Age:
Personal Monthly Budget
Personal Monthly Budget Monthly Income Projected Actual Difference Children Projected Actual Difference Job 1 Take-home Income 0 Child Care 0 Job 2 Take-home Income 0 Diapers/Supplies 0 Job 3 Take-home
Your personal budget. Page 1. Your income. Salary and wages
Page 1 Your personal budget Before you can decide what is the best way to deal with your debts, you will need to work out a personal budget. The options you have will depend on how much money you have
COUNTY SUPERIOR COURT STATE OF GEORGIA DOMESTIC RELATIONS FINANCIAL AFFIDAVIT
COUNTY SUPERIOR COURT STATE OF GEORGIA vs. Plaintiff, Defendant.,, Civil Action Case Number DOMESTIC RELATIONS FINANCIAL AFFIDAVIT (1) Your Name: Your Age: Spouse s Name: Spouse s Age: Date of Marriage:
Investment Profile Questionnaire
Investment Profile Questionnaire This comprehensive, personal financial summary is designed to help you take inventory and assign realistic values to your personal assets and liabilities. It is the essential
Retirement Income Planning Worksheet
Retirement Income Planning Worksheet Build Preparations for Your Retirement A Straightforward Resource to Help Gather the Data You Need Use this simple worksheet to get started on your retirement income
Investment Profile Questionnaire
Investment Profile Questionnaire This comprehensive, personal financial summary is designed to help you take inventory and assign realistic values to your personal assets and liabilities. It is the essential
Gaining and Maintaining Financial Stability Financial Documents and Workbook
Gaining and Maintaining Financial Stability Financial Documents and Workbook Actual Monthly Spending 1. Income Income #1 Income #2 2. Giving 10% Church 3. Saving 10% Emergency Retirement College 4. Taxes
Worksheet Your Current Investment
Worksheet Your Current Investment Your Current Investment Worksheet Your Current Investment Worksheet How you are invested today checklist Your investment strategy will help determine your ability to reach
Financial Data Entry Sheet for Net Worth Statement
Financial Data Entry Sheet for Net Worth Statement Your name: Spouse s name: I. FAMILY DATA Your birth date: Spouse s birth date: Spouse s place of birth: Spouse s Social Security number: Date married:
and Financial Disclosure Statement of:
PRINT in BLACK ink Enter the name of the county in which this case is filed. STATE OF WISCONSIN, CIRCUIT COURT, COUNTY For Official Use Enter the name of the petitioner. If joint petitioners, enter the
Planning for Retirement Checklist
Armstrong Wealth Management Group Reginald A. T. Armstrong, CPWA President 1807 West Evans St., Suite A Florence, SC 29501 843-292-9997 armstrongwealth@lpl.com armstrongwealth.com Planning for Retirement
People in Household: Adults: Children (0-14): Children (14-18): Property Status: If Owned: Estimated Value: Estimated Equity:
Please complete and return to: Bluestone Credit Management PO Box 3763, Sheffield, S9 9AB Full Name/s: Our Reference: Full Address: People in Household: Adults: Children (0-14): Children (14-18): Employment
# 17 ASSETS: Severance Pay, RRSP and RIF 8-2 # 18 NET WORTH CALCULATION 8-4 # 19 MONTHLY RETIREMENT INCOME 8-6 # 20 MONTHLY RETIREMENT EXPENSES 8-7
What re you doing after work? Finance D, 8-1 Finance D WORKSHEETS HANDOUTS # 17 ASSETS: Severance Pay, RRSP and RIF 8-2 # 18 NET WORTH CALCULATION 8-4 # 19 MONTHLY RETIREMENT INCOME 8-6 # 20 MONTHLY RETIREMENT
Figure 1 Figure 2 Assets and Liabilities Inventory CAsh Cash on hand Checking account balance Savings account balance Certificates of deposit Money market account balance Credit union account balance Money
IN THE SUPERIOR COURT OF STATE OF GEORGIA., Plaintiff, v., CIVIL ACTION Defendant. FILE NO. DOMESTIC RELATIONS FINANCIAL AFFIDAVIT
IN THE SUPERIOR COURT OF STATE OF GEORGIA COUNTY, Plaintiff, v., CIVIL ACTION Defendant. FILE NO. DOMESTIC RELATIONS FINANCIAL AFFIDAVIT 1. AFFIANT S NAME: Ag e Spouse s Name: Ag e Date of Marriage: Date
THE MONEYSENSE COMPLETE FINANCIAL PLAN KIT WORKSHEET #1: PRIORITIZE YOUR GOALS
WORKSHEET #1: PRIORITIZE YOUR GOALS Please rate each financial goal based on how important it is to you (1 = not at all important; 5 = very important) NOT IMPORTANT VERY IMPORTANT Paying down mortgage
FACT FINDER. Client Name. Client Signature. Advisor Name. Date
FACT FINDER Client Name Client Signature Advisor Name Date CONTENTS 1. Risk Tolerance Questionnaire 2. Financial Priorities 3. Goals 4. Family Information 5. Property & Mortgages 6. Investments & Accounts
David E. Bolger, Attorney at Law
WORKSHEET GUIDELINES David E. Bolger, Attorney at Law 506 Wilkesboro Blvd. Ste 230 Lenoir, NC 28645 Phone: 828-757-2800 Fax: 828-757-0502 Visit our website at www.davebolgerlaw.com Please print clearly
Becoming a Financial. Grown-up
Directions: 1. Write down the amount of money you think you spend (or is spent on you) in a given month and categorize the spending. (ex. food, phone, clothes, etc.) This is your initial budget. Complete
What are your three most important financial goals? What are your three most important personal goals? GOALS
GOALS What are your three most important financial goals? Client: Spouse: A. A. B. B. C. C. What are your three most important personal goals? Client: Spouse: A. A. B. B. C. C. What would you like for
FINANCIAL MANAGEMENT QUESTIONNAIRE
FINANCIAL MANAGEMENT QUESTIONNAIRE This information will be used to prepare an individual report assessing your current financial needs. Your responses will not be sold or shared with any unaffiliated
Preliminary Financial Profile
Financial Services Preliminary Financial Profile The i on in this document is strictly This i on will not be shared to anyone outside of the firm or be made publicly available, except by your wri NAME(S):
Lifelong Planning: The Scoop on Special Needs Trusts
Lifelong Planning: The Scoop on Special Needs Trusts Centennial Estate Planning Council September 12, 2013 Presented by: Megan Brand Executive Director Colorado Fund for People with Disabilities Overview
Financial Dream Map GENER A L I N FORM ATION
What are some of the things that are important to you that cost money? 1. 2. 3. 4. 5. 6. How much income would it take to live the life you just described? $ How long will it take before you will earn
DOMESTIC RELATIONS FINANCIAL AFFIDAVIT - DIVORCE. Date of Separation:
IN THE SUPERIOR COURT OF COUNTY Plaintiff, vs. Defendant. Civil Action No. DOMESTIC RELATIONS FINANCIAL AFFIDAVIT - DIVORCE 1. AFFIANT'S NAME: Spouse s Name: Age: Age: Date of Marriage: Date of Separation:
ALL INFORMATION MUST BE FILLED OUT IF NOT APPLICABLE, PLEASE NOTE N/A DO NOT LEAVE ANY INFORMATION BLANK. First Name Full Middle Name Last Name Suffix
ALL INFORMATION MUST BE FILLED OUT IF NOT APPLICABLE, PLEASE NOTE N/A DO NOT LEAVE ANY INFORMATION BLANK First Name Full Middle Name Last Name Suffix Spouse First Name Full Middle Name Last Name Maiden
Financial Disclosure Statement of Plaintiff Defendant
TYPE or PRINT in ink STATE OF MICHIGAN, 44th CIRCUIT COURT Note: File with FOC only! For Official Use Enter the name of the plaintiff. Plaintiff: First name Middle name Last name Enter the name of the
Core Data Gathering Tool
Core Data Gathering Tool Revised 7/1/2013 For: _ Date: _ Some of the information requested in this profile may be unfamiliar to you. If you are unsure of what information is being requested, just leave
Welcome! Oregon Special Needs Trust. Achieve with us. Your guide to understanding and accessing your trust account
Oregon Special Needs Trust Welcome! Your guide to understanding and accessing your trust account Achieve with us Effective January 2013 Updated 2018 04.01 Table of Contents Welcome!... 3 Contact Information...
Your Retirement Lifestyle Workbook
Your Retirement Lifestyle Workbook Purpose of This Workbook and Helpful Checklist This lifestyle workbook is designed to help you collect and organize the information needed to develop your Retirement
DISCLOSURE STATEMENT (Pursuant to Rule )
IN THE CIRCUIT COURT OF COOK COUNTY, ILLINOIS COUNTY DEPARTMENT - DOMESTIC RELATIONS DIVISION IN RE The Marriage Custody Parentage Support of: [ ] Petitioner / [ ] Counter-Respondent, -vs- [ ] Respondent
JOURNEY. Planning for Financial Security SAVING : INVESTING : PLANNING
JOURNEY Planning for Financial Security SAVING : INVESTING : PLANNING Agenda 1 Cash management 2 Investment planning 3 Tax planning 4 Risk management 5 Retirement planning 6 Estate planning SAVING : INVESTING
DOMESTIC RELATIONS FINANCIAL AFFIDAVIT. 1. AFFIANT S NAME: Age Spouse s Name: Dates of Marriage: Date of Separation:
In the Superior Court of County, Georgia, Plaintiff vs. Civil Action No., Defendant DOMESTIC RELATIONS FINANCIAL AFFIDAVIT 1. AFFIANT S NAME: Age Spouse s Name: Age Dates of Marriage: Date of Separation:
Request to Modify Payment Plan
Request to Modify Payment Plan Chester County Adult Probation & Parole Department Instructions: Please complete pages 1-6 Complete page 7 if you are self-employed Make sure your name is at the bottom of
Financial Needs Analysis Questionnaire (the involvement of ALL decision makers are required for an accurate assessment) Date: Time:
Primary: D.O.B. Spouse / Partner: D.O.B. Address Primary s Cell phone: Home Phone: Spouse / Partner Cell phone: Primary s e-mail Spouse / Partner s e-mail Height Weight Any form of tobacco use? Height
IN THE SUPERIOR COURT OF CHEROKEE COUNTY STATE OF GEORGIA DOMESTIC RELATIONS FINANCIAL AFFIDAVIT
IN THE SUPERIOR COURT OF CHEROKEE COUNTY STATE OF GEORGIA, ) ) Plaintiff, ) ) CIVIL ACTION FILE NO. vs. ) ), ) ) Defendant. ) DOMESTIC RELATIONS FINANCIAL AFFIDAVIT 1. AFFIANT S NAME Age Spouse s Name
***Do not alter any of the red cells. The spreadsheet will do the calculations for you
Wages 1 (After Tax Pay) [1] Wages 2 (After Tax Pay) Income 1 (After Taxes) Income 2 (After Taxes) Income Monthly Total Primary Residence Mortgage/rent Property Taxes Home Owners Ins. Earthquake Insurance
EBRI Databook on Employee Benefits. Chapter 11. Trends in Household Income and Expenditure for Older Americans
EBRI Databook on Employee Benefits Chapter 11 Trends in Household Income and Expenditure for Older Americans Description of Expenditure Components for figure 11.1 Home-related expenses include mortgage,
Here2Help Scheme Customer Application Form
Customer Billing Reference: Property Reference: Account Holders Details First name: Surname: Additional Contact Details (If you would also like us to discuss your application with somebody else) First
IN THE SUPERIOR COURT OF HOUSTON COUNTY, GEORGIA DOMESTIC RELATIONS FINANCIAL AFFIDAVIT OF PLAINTIFF. 1. AFFIANT S NAME: Age.
IN THE SUPERIOR COURT OF HOUSTON COUNTY, GEORGIA, Plaintiff vs. Civil Action No., Defendant DOMESTIC RELATIONS FINANCIAL AFFIDAVIT OF PLAINTIFF 1. AFFIANT S NAME: Age Spouse s Name: Age Date of Marriage:
CHRISTOPHER J. TAMMS 5 West Main Street Westerville, Ohio Phone: (614) Fax: (614)
CHRISTOPHER J. TAMMS 5 West Main Street Westerville, Ohio 43081 Phone: (614) 859-9529 Fax: (614) 567-0031 chris.tamms@gmail.com www.tammslaw.com CLIENT INFORMATION- Full Legal Addresses where you lived
Life Goals. Copyright 2013 Impact Technologies Group, Inc. Page 1
There are many potential financial goals in your life. Life Goals is designed to help you understand and prioritize these fundamental financial goals. To help you determine your current progress toward
FIDELITY SAMPLE A E- FOR ILLUSTRATIVE PURPOSES ONLY RETIREMENT ANALYSIS
Jake Walter 999 Main Street Anytown, USA, 01752 This sample report, including all graphic representations and data tables, is presented for illustrative purposes only. The data used in this sample report
IN THE SUPERIOR COURT OF FLOYD COUNTY, STATE OF GEORGIA
IN THE SUPERIOR COURT OF FLOYD COUNTY, STATE OF GEORGIA _, ) Plaintiff / Petitioner, ) ) CIVIL ACTION FILE v. ) ) No., ) Defendant / Respondent. ) ) DOMESTIC RELATIONS FINANCIAL AFFIDAVIT 1. AFFIANT S
TRUST RESPECT CUSTOMIZED
Survey for Trainee Phone numbers(s) Date: / /20 TRUST RESPECT CUSTOMIZED 3 Reasons Why We Are Here: 1. Referral Base 2. Earn your business as clients 3. Expanding & Need Help Current Careers? What Do You
Periodic Business Review Agenda 2017
Periodic Business Review Agenda 2017 Thursday, June 29, 2017 Client 1. Review Previous PBR Action Items 2. Review Current Projects (if any) 3. Entity and Ownership Considerations Spouse, children, parents
Bankruptcy Filing Instruction Packet
Bankruptcy Filing Instruction Packet Client: 1 Introduction Thank you for choosing the Debt Doctors to assist you with your bankruptcy filing. We are here to guide you through the bankruptcy process, and
MEETING INFORMATION FAMILY DATA
MEETING INFORMATION Date: Location: Advisor: Goals For This Meeting: FOR MORE ACCURATE FINANCIAL AND INVESTMENT COUNSEL, PLEASE INCLUDE THE FOLLOWING INFORMATION A copy of your will and related estate
Spectrum Financial Resources Inc. FINANCIAL Ventura Boulevard # T RESOURCES Sherman Oaks, CA
SPECTRUM Spectrum Financial Resources Inc. FINANCIAL 15021 Ventura Boulevard #341 310.963.4322 T RESOURCES Sherman Oaks, CA 91403 805.267.4134 F www.spectrum-cpa.com Tax Return Questionnaire - 2018 Tax
Trust Planning for Individuals with Disabilities or on Public Benefits
Trust Planning for Individuals with Disabilities or on Public Benefits Estate Planning Council, SE Denver, November 10, 2015 Presented by: Megan Brand Executive Director CFPD- Colorado Fund for People
Personal Financial Planning Questionnaire
SPECTRUM Spectrum Financial Resources, Inc. FINANCIAL 15021 Ventura Boulevard #341 818.306.2010 T RESOURCES Sherman Oaks, CA 91403 805.267.4134 F www.spectrum-cpa.com Personal Financial Planning Questionnaire
7/12/ July 12, We have many tools at our disposal:
July 12, 2011 We have many tools at our disposal: FREE Credit Analysis We can help you obtain your credit report online in our office, and one of our counselors can review it with you. This is helpful
Statement of Affairs. Your name: Your phone number: Appointment date*: Appointment time: Appointment venue: Approved Intermediary (AI): October 2015
Statement of Affairs 30.10.15:Layout 1 28/10/2015 08:51 Page 1 Statement of Affairs Your name: Your phone number: Appointment date*: Appointment time: Appointment venue: Approved Intermediary (AI): October
Form 13.1: Financial Statement (Property and Support Claims) sworn/affirmed
ONTARIO Court File Number at (Name of court) (Court office address) Form 13.1: Financial Statement (Property and sworn/affirmed Applicant(s) Full legal name & address for service street & number, municipality,
nb Navigator Your Guide to Financial Success
nb Navigator Your Guide to Financial Success National Best is proud to deliver innovative concepts and strategies to our valued clients through referrals to our Network of licensed, qualified Insurance
DOMESTIC RELATIONS FINANCIAL AFFIDAVIT
DOMESTIC RELATIONS FINANCIAL AFFIDAVIT At the time of filing any action for temporary or permanent child support, alimony, equitable division of property, modification of child support or alimony or attorneys
STATE OF WISCONSIN CIRCUIT COURT COUNTY. Case No. Name. Birthdate Age Birthdate Age Employer. Employer
STATE OF WISCONSIN CIRCUIT COURT COUNTY In re the marriage of: (Petitioner s name), -and- (Respondent s name), Petitioner Respondent Case No. (Ptnr s) (Resp s) FINANCIAL DISCLOSURE STATEMENT Name Address
NEW CLIENT DATA SHEET
WILLIAM D. WEBER BOARD CERTIFIED, CONSUMER BANKRUPTCY LAW, TEXAS BOARD OF LEGAL SPECIALIZATION WEBER LAW FIRM, P.C. 6666 HARWIN DRIVE, SUITE 220 HOUSTON, TEXAS 77036-2251 (713) 789-3300! TELEPHONE (713)
SUZEORMAN.COM. Exercise: My Monthly Expenses. Instructions:
Exercise: My Monthly Expenses Instructions: 1. Go through your records and receipts for the last complete calendar year. This includes all checks, all credit-card charges, and all ATM withdrawals and cash
In the Superior Court of County, Georgia. ), Petitioner ) ) vs. ) Civil Action No. ), Respondent ) ) DOMESTIC RELATIONS FINANCIAL AFFIDAVIT
In the Superior Court of County, Georgia, Petitioner vs. Civil Action No., Respondent DOMESTIC RELATIONS FINANCIAL AFFIDAVIT 1. AFFIANT S NAME (your name: Age Spouse s Name: _ Age Date of Marriage: Date
DOMESTIC RELATIONS FINANCIAL AFFIDAVIT
IN THE SUPERIOR COURT OF COUNTY STATE OF GEORGIA vs. Plaintiff, CIVIL ACTION FILE NO. Defendant. DOMESTIC RELATIONS FINANCIAL AFFIDAVIT You are required to make to the Court, under oath, a FULL DISCLOSURE
Washington Wealth Advisors Financial Planning Data Gathering Worksheet
Washington Wealth Advisors Financial Planning Data Gathering Worksheet Client: Date: Washington Wealth Advisors 300 N. Washington Street, Suite 101 Falls Church, VA 22046 (703) 584-2700 phone (703) 752-0465
Planning your retirement income strategy
A Fact Finder for Individuals Planning your retirement income strategy Retire confidently insure invest retire Planning your retirement income strategy Retirement should be a time to look forward to and
Getting ready to retire!
Getting ready to retire! This workbook will help you take actionable steps toward a more secure retirement and provide you with important facts and information you ll need as you continue to plan for a
Bankruptcy Pre-Filing Appointment
Bankruptcy Pre-Filing Appointment Welcome to Clarifi. Together, we will work to achieve your financial goals. This Welcome Packet includes important information regarding your upcoming appointment. Please
Financial Planning Fact Finder
Financial Planning Fact Finder Charles J. Noble, III Executive Vice President Melanie E. Kregling, CFP Vice President/Wealth Management Senior Account Executive Noble Wealth Advisory Group Janney Montgomery
SUPREME COURT OF THE STATE OF NEW YORK COUNTY OF X Plaintiff,
SUPREME COURT OF THE STATE OF NEW YORK COUNTY OF ---------------------------------------------------------------------X Plaintiff, - against - STATEMENT OF NET WORTH DATED: Index No. Date Action Commenced:
UNIFORM SUPERIOR COURT RULE 24.2 DOMESTIC RELATIONS FINANCIAL AFFIDAVIT
UNIFORM SUPERIOR COURT RULE 24.2 DOMESTIC RELATIONS FINANCIAL AFFIDAVIT Except as noted below, at the time of filing any action for temporary or permanent child support, alimony, equitable division of
Form 13.1: Financial Statement (Property and Support Claims) sworn/affirmed
ONTARIO Court File Number at (Name of court) (Court office address) Form 13.1: Financial Statement (Property and sworn/affirmed Applicant(s) Full legal name & address for service street & number, municipality,
In the Superior Court of County, Georgia. In re (Child(ren)): ) ) ), Petitioner ) ) vs. ) Civil Action No. ), Respondent ) )
In the Superior Court of County, Georgia In re (Child(ren:, Petitioner vs. Civil Action No., Respondent DOMESTIC RELATIONS FINANCIAL AFFIDAVIT 1. AFFIANT S NAME (your name: Age Opposing Party s Name: _
2. Analyze your spending. See how much you spend in each category. Notice any trends and look for expenses you can eliminate or cut back on.
Tool 1: Spending tracker Most people can t tell you how they spend their money during a month. Before deciding on changes to your spending, it is a good idea to understand how you use your money now. This
MyCaseInfo. Client Questionnaire
Client Questionnaire Questions denoted with a * will only show if you stated that you are married or have a common-law marriage. Also, if you have a marriage status of married or common-law, questions
USE THIS GUIDE AND LEARN HOW TO
AT HOME GUIDE USE THIS GUIDE AND LEARN HOW TO > Understand your current financial situation > Track your spending > Make tough decisions > Develop a monthly budget > Start saving for the future TABLE OF
Tax Return Questionnaire Tax Year
Print this form out & use it to organize your documents prior to coming to our office. It will help you remember all of the things you should bring to the meeting. Tax Return Questionnaire - 2018 Tax Year
INSTRUCTIONS PART I: INCOME
at ONTARIO Superior Court of Justice Family Court Branch (Name of court) (Court office address) Court File Number Form 13.1: Financial Statement (Property and sworn/affirmed Applicant(s) Full legal name
Tax Return Questionnaire Tax Year
Tax Return Questionnaire - 2018 Tax Year - Page 1 of 18 Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money and help
DETAILED FINANCIAL DISCLOSURE FORM INSTRUCTIONS SHEET. v. Case Number
DETAILED FINANCIAL DISCLOSURE FORM INSTRUCTIONS SHEET v. Case Number Pages through 4, 5 through 6 and 7 through 0 are mandatory. Please fill out the number of pages used, if any, for the remaining supplemental
Tax Return Questionnaire Tax Year
Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return Questionnaire
EXCLUDED: Federal/State/Local Housing Subsidy Programs-i.e. Section 8 & Public Housing, Motels and Mortgages
7 North 31st Street P. O. Box 2016 Billings, MT 59103 (406) 247-4732, 1-800-433-1411 Fax: (406) 248-6971 www.hrdc7.org Rental Assistance Application ESG/COC EXCLUDED: Federal/State/Local Housing Subsidy
Case Information Statement - Client Intake Form.
Case Information ment - If you have a question about this form, please contact your attorney's office. PART A - CASE INFORMATION Your Attorney s Information Attorney's Name Address DeTorres & DeGeorge,
FINANCIAL. 1. My information. Name of the person completing this Form (First Middle Last): Date this Form was completed (YYYY/MM/DD):
FINANCIAL INFORMATION Form I 1. My information Name of the person completing this Form (First Middle Last): Date this Form was completed : My financial circumstances My total annual income (before tax
FAMILY LAW FINANCIAL AFFIDAVIT (LONG FORM)
IN THE CIRCUIT COURT OF THE IN AND FOR JUDICIAL CIRCUIT, COUNTY, FLORIDA, Petitioner, Case No.: Division: and, Respondent. FAMILY LAW FINANCIAL AFFIDAVIT (LONG FORM) ($50,000 or more Individual Gross Annual
Form 13: Financial Statement (Support Claims) sworn/affirmed
ONTARIO Court File Number at (Name of Court) Court office address Form : Financial Statement sworn/affirmed Applicant(s) Full legal name & address for service street & number, municipality, postal code,
Jeff Mathias Law Office Early Case Evaluation MathiasLaw.com
Jeff Mathias Law Office Early Case Evaluation MathiasLaw.com Please use pen, pencil is hard to read, please print. Scan & email back to Jeff as a PDF or Fax to 515-225- 2997. If something does not apply
State of Georgia., Plaintiff., Defendant AFFIDAVIT AND MOTION TO PROCEED IN FORMA PAUPERIS
In the Superior Court of State of Georgia County, Georgia vs., Plaintiff, Defendant Civil Action File No. AFFIDAVIT AND MOTION TO PROCEED IN FORMA PAUPERIS I,, the undersigned, having been duly sworn,
VOLUNTEER TRAINING INFORMATION
VOLUNTEER TRAINING INFORMATION VOLUNTEER TRAINING Volunteers generally feel more comfortable in staffing a table if they have been provided with advance information about the concept and have time to read
In the Superior Court of County, Georgia. 1. AFFIANT S NAME: Age. Spouse s Name:
In the Superior Court of County, Georgia, Plaintiff vs. Civil Action No., Defendant TIC FINANCIAL RELATIONS AFFIDAVIT FINANCIAL AFFIDAVIT 1. AFFIANT S NAME: Age Spouse s Name: Age Names and birth dates
BANKRUPTCY CLIENT QUESTIONAIRRE. Telephone Number HOME:( ) WORK:( ) CELL: ( ) SOCIAL SECURITY NUMBER: - - CITY: STATE: ZIP: COUNTY:
For Office Use Only Payment Information 7 0R 13 Rcpt # $ FF + AF + CR= BANKRUPTCY CLIENT QUESTIONAIRRE NAME: First Middle Last Other names: BIRTHDATE: Email: Telephone Number HOME:( ) WORK:( ) CELL: (
Statement of Net Worth and Income Statement
Statement of Net Worth and Income Statement Marine Corps Community Services Marine & Family Programs Personal & Professional Development Personal Financial Management Program Statement of Net Worth (Balance
Financial Fitness Planner
Financial Fitness Planner The Financial Fitness Planner is a guide to help you take control of your finances. It will help you to monitor your cash flow. A sound spending and savings plan is the foundation