Statement of Net Worth and Income Statement

Financial Planning Worksheet

Financial Planning Worksheet Date SSN Rate Name Age Pay Grade Yrs. in Svc. Date Reported/PRD (Transfer) Marital Status Spouse s Name Age Spouse s Place of Employment Number of Children and Ages Home Address

Financial Planning Worksheet Page 1. Statement of Net Worth

Financial Planning Worksheet Page 1 Actual Projected Remarks Name 2/3/2014 Age (Required for TSP Calculator) Paygrade (E1, W2, etc) (Select from menu) Years in Serives (Select from menu) Date Reported

Income (Monthly) Current Projected Totals Amount Projected Inc % Inc % Total Outgoing $ - $ - Total Current Projected Surplus/Deficit $ - $ -

Income (Monthly) Current Projected Totals Amount Projected Inc % Inc % Base pay Deductions 0% 0% BAS Housing 0% 0% BAH Food 0% 0% OHA Clothing 0% 0% COLA Transportation 0% 0% Special Pay Personal Needs

BUBDGET COUNSELING WORKSHEET INSTRUCTIONS

BUBDGET COUNSELING WORKSHEET INSTRUCTIONS 1) Please enter the financial information requested under the CURRENT Column of the Budget Counseling Worksheets. 2) Next, bring in a LES and any other information

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

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:

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:

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

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:

Monthly Expenses Worksheet

Monthly Expenses Worksheet Education Rent or mortgage $ Tuition $ Heating (gas or oil) $ Books, papers and supplies $ Electricity $ Newspapers and magazines $ Water or sewage $ Lessons (sports, dance,

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

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

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

FAMILY LAW FINANCIAL AFFIDAVIT

IN THE CIRCUIT COURT OF THE IN AND FOR JUDICIAL CIRCUIT, COUNTY, FLORIDA, Petitioner, Case No.: Division: and, Respondent. FAMILY LAW FINANCIAL AFFIDAVIT ($50,000 or more Individual Gross Annual Income)

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:

Monthly Cash Flow Exercise

Name Monthly Cash Flow Exercise Directions: Use the following scenario cards to fill out the Monthly Cash Flow Statement Worksheet on the next page. Each of the items should be recorded in the appropriate

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

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:

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

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

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: _

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,

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

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

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

Your Financial Planning WORKBOOK

Your Financial Planning WORKBOOK Please note that you can conveniently type text and numbers into these documents and save your work. However, these documents will not automatically calculate your financial

Case No.: Division: FAMILY LAW FINANCIAL AFFIDAVIT (SHORT FORM) (Under $50,000 Individual Gross Annual Income)

IN THE CIRCUIT COURT OF THE IN AND FOR JUDICIAL CIRCUIT, COUNTY, FLORIDA and, Petitioner,, Respondent. Case No.: Division: FAMILY LAW FINANCIAL AFFIDAVIT (SHORT FORM) (Under 50,000 Individual Gross Annual

# 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

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

FAMILY LAW FINANCIAL AFFIDAVIT (SHORT FORM)

IN THE CIRCUIT COURT OF THE IN AND FOR JUDICIAL CIRCUIT, COUNTY, FLORIDA Case No.: Division: and, Petitioner,, Respondent. FAMILY LAW FINANCIAL AFFIDAVIT (SHORT FORM) (Under $50,000 Individual Gross Annual

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

Case No.: Division:, Petitioner,, Respondent. FAMILY LAW FINANCIAL AFFIDAVIT (SHORT FORM) (Under $50,000 Individual Gross Annual Income)

IN THE CIRCUIT COURT OF THE IN AND FOR JUDICIAL CIRCUIT, COUNTY, FLORIDA Case No.: Division: and, Petitioner,, Respondent. FAMILY LAW FINANCIAL AFFIDAVIT (SHORT FORM) (Under $50,000 Individual Gross Annual

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

INSTRUCTIONS FOR FLORIDA FAMILY LAW RULE OF PROCEDURE FORM (c), FAMILY LAW FINANCIAL AFFIDAVIT (LONG FORM)(09/12) Instructions

INSTRUCTIONS FOR FLORIDA FAMILY LAW RULE OF PROCEDURE FORM 12.902(c), FAMILY LAW FINANCIAL AFFIDAVIT (LONG FORM)(09/12) Instructions YOU DO NOT NEED TO FILL OUT THIS FORM IF YOU WORK WITH DIVORCE AND MEDIATION

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,

Budget/spending plan Monthly income (use gross amounts) Source Amount Notes Total monthly income: $ (A) Monthly expenses fixed Type Amount Notes

Budgeting worksheet Budget/spending plan Use monthly amounts for your initial budget. In subsequent budgets, try three-month, six-month or twelvemonth periods. Monthly income (use gross amounts) Source

24.2. Financial data required; scheduling and notice of temporary hearing.

24.2. Financial data required; scheduling and notice of temporary hearing. At the time of filing any action for temporary or permanent child support, alimony, equitable division of property, modification

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

DRESSLER & DRESSLER Attorneys at Law 110 Dixie Lane Cocoa Beach, FL (321)

DRESSLER & DRESSLER Attorneys at Law 110 Dixie Lane Cocoa Beach, FL 3231 (321) 783-2714 INSTRUCTIONS FOR FLORIDA FAMILY LAW FINANCIAL AFFIDAVIT FAMILY LAW RULES OF PROCEDURE FORM 12.02(c) (LONG FORM -

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

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

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

[Appendix V] FAMILY PART CASE INFORMATION STATEMENT

[Appendix V] FAMILY PART CASE INFORMATION STATEMENT Attorney(s): Office Address Tel. No./Fax No. Attorney(s) for: vs. Plaintiff, SUPERIOR COURT OF NEW JERSEY CHANCERY DIVISION, FAMILY PART COUNTY Defendant.

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

Manufactured Housing Replacement Application

NeighborWorks Montana Manufactured Housing Replacement Application Updated: 02/28/2011 509 1 st Avenue South Great Falls, MT 59401 1-866-587-2244 406-761-5861 (phone) 406-761-5852 (fax) Name: First MI

JUDICIAL CIRCUIT, IN AND FOR Sarasota COUNTY, FLORIDA. Petitioner,

IN THE CIRCUIT COURT OF THE Twelfth JUDICIAL CIRCUIT, IN AND FOR Sarasota COUNTY, FLORIDA Harold J Jones and Petitioner, Case No.: 07-32323 Division: II Marianne P Jones Respondent. FAMILY LAW FINANCIAL

, ) ) AFFIDAVIT OF FINANCIAL STANDING ) OF VS. ) (Name) ), ) Defendant. )

STATE OF NORTH CAROLINA COUNTY OF IREDELL IN THE GENERAL COURT OF JUSTICE DISTRICT COURT DIVISION FILE NO.:, ) Plaintiff, ) AFFIDAVIT OF FINANCIAL STANDING ) OF VS. ) (Name) ), ) Defendant. ) The Affiant,

Eight Simple Steps for Balancing your Checkbook

If Transactions Don t Match Check for one of three errors: 1. The item was recorded incorrectly in your checkbook register, 2. The item paid or was credited to your account for the wrong amount, or 3.

A.1: FORECLOSURE PREVENTION INTAKE FORM

A.1: FORECLOSURE PREVENTION INTAKE FORM I. CLIENT INFORMATION Date: Name(s) Address Home Phone Work Phone Best Times to Reach Marital Status Spouse (if any) Children (names and ages) Others in Household:

FAMILY LAW FINANCIAL AFFIDAVIT (SHORT FORM)

ENTER YOUR OWN HEADER LINE IN THIS SPACE IN THE CIRCUIT COURT OF THE FIRST JUDICIAL CIRCUIT, IN AND FOR ESCAMBIA COUNTY, FLORIDA Paul A. Sample, Petitioner, and Case No: FA-2012-489 Division: Family Martha

FINANCIAL PLANNING AND GOAL SET TING

FINANCIAL PLANNING AND GOAL SET TING OUR PURPOSE The purpose of The USAA Educational Foundation is to lead and inspire actions that improve financial readiness for the military and local community. TABLE

CLIENT INTAKE FORM I. CLIENT INFORMATION. Maiden Name: Date of Birth: Place of Birth:

CLIENT INTAKE FORM I. CLIENT INFORMATION Name: SS#: Home Address: Home Phone: Cell Phone: Work Phone: Maiden Name: Date of Birth: Place of Birth: E-mail Address: Driver s License #: If you want correspondence

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,

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

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

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

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,

TAX ORGANIZER Page 3

TAX ORGANIZER Page Basic Taxpayer Information Taxpayer Spouse Taxpayer Spouse First Name Initial Last Name Social Security No. Check if Date of Occupation Dependent Presidential Birth Disabled Blind of

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

Budgets and Cash Flows

Select Portfolio Management, Inc 26800 Aliso Viejo Parkway Suite 150 Aliso Viejo, CA 92656 949-975-7900 800-445-9822 info@selectportfolio.com www.selectportfolio.com Budgets and Cash Flows Page 1 of 9,

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

Money Management Planner

Money Management Planner The Money Management Planner is a guide to help you take control of your finances. It will help you determine your net worth, set goals, monitor your cash flow and track expenses.

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...

Personal Financial Literacy

Personal Financial Literacy 7 Unit Overview Being financially literate means taking responsibility for learning how to calculate income taxes on wages and how to create a budget to plan your spending and

FINANCIAL AFFIDAVIT 11.02

IN THE CIRCUIT COURT OF THE NINETEENTH JUDICIAL CIRCUIT LAKE COUNTY, ILLINOIS IN RE: The Marriage of: Custody of: Support of: ) ) ) Harold J Jones ) Petitioner ) and ) No. 44-32323 ) Marianne P Jones )

Form 72J APPENDIX OF FORMS FORM 72J FINANCIAL STATEMENT (FORM 72J) (Court, Court File Number, Style of Proceeding) FINANCIAL STATEMENT (FORM 72J)

APPENDIX OF FORMS FORM 72J FINANCIAL STATEMENT (FORM 72J) (Court, Court File Number, Style of Proceeding) FINANCIAL STATEMENT (FORM 72J) Financial statement of: I hereby make oath (or solemn affirmation)

STATE OF MAINE. v. PLAINTIFF S DEFENDANT S FINANCIAL STATEMENT [M.R. CIV P. 80 (c)], Defendant

STATE OF MAINE SUPERIOR COURT county, ss. CV- DISTRICT COURT DIVISION OF LOCATION DOCKET NO., Plaintiff v. PLAINTIFF S DEFENDANT S FINANCIAL STATEMENT [M.R. CIV P. 80 (c)], Defendant INSTRUCTIONS This

Power Down Debt 384 Montague City Road Montague City, MA 01376

Power Down Debt 384 Montague City Road Montague City, MA 01376 Phone: 413-774-5555 Fax: 866-733-4057 Finally, a Painless, Fail-proof Budget Ask yourself how much money you need monthly? I bet you began

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

INITIAL FINANCIAL PLAN AMENDED FINANCIAL PLAN #

STATE OF SOUTH CAROLINA COUNTY OF IN THE PROBATE COURT CASE NUMBER: -GC- - IN THE MATTER OF:, a protected person. FINANCIAL PLAN OF CONSERVATOR INITIAL FINANCIAL PLAN AMENDED FINANCIAL PLAN # 1. What steps

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

CURRENT INCOME: PART 1

CURRENT INCOME: PART 1 This section deals with your household income. If you are married, information MUST be provided for both spouses, even if only one person is filing. Please provide the husband s

Personal Legal Plans Client Organizer 2018

TAXPAYER NAME SOCIAL SECURITY NUMBER OCCUPATION DATE OF BIRTH EMAIL ADDRESS CELL PHONE SPOUSE Address: Home Phone: City: State: Zip: County: DEPENDENT CHILDREN & OTHER DEPENDENTS NAME SOCIAL SECURITY NUMBER

PERSONAL INFORMATION YOUR INFORMATION CHURCH INFORMATION LEADER INFORMATION. Date: Please Print

PERSONAL INFORMATION YOUR INFORMATION Date: Please Print I AM A: STUDENT CO-LEADER LEADER BUSINESS TITLE/OCCUPATION YOUR TITLE: MR MRS MISS DR REV YOUR FIRST NAME YOUR LAST NAME SPOUSE IS A: STUDENT CO-LEADER

Chapter 14 Section 2: Federal Taxes

Chapter 14 Section 2: Federal Taxes Objectives: o Objectives: Describe the process of paying individual income taxes o Identify: the basic characteristics of corporate income taxes. o Explain: the purpose

[ ] SCHEDULE OF ANNUAL EXPENDITURE

[ ] SCHEDULE OF ANNUAL EXPENDITURE SUMMARY Schedule 1 Schedule 2 Schedule 3 Schedule 4 Schedule 5 Schedule 6 Schedule 7 Schedule 8 Schedule 9 Schedule 10 Housing Housekeeping Clothes and Footwear Car Employment

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

FINANCIAL STATEMENT FOR MORTGAGE AFFORDABILITY REVIEW

FINANCIAL STATEMENT FOR MORTGAGE AFFORDABILITY REVIEW PLEASE CALL 1-800-822-7375 IF YOU NEED ASSISTANCE COMPLETING THIS FORM. FAX COMPLETED, SIGNED, AND DATED FORM AND ATTACHMENTS TO: (717) 780-3804 OR

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

DEVELOPING A $PENDING PLAN

Financial Management Education Programs DEVELOPING A $PENDING PLAN Understanding where your money comes from and where it goes are the keys to financial success. This instruction guide and the attached

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

SUPREME COURT OF YUKON FINANCIAL STATEMENT. FINANCIAL STATEMENT OF (Plaintiff/Defendant) I,, of the of,

Form 94 (Rule 63A (1) ) S.C. NO: SUPREME COURT OF YUKON Between: Plaintiff and Defendant FINANCIAL STATEMENT FINANCIAL STATEMENT OF _ (Plaintiff/Defendant) I,, of the of, in Yukon, SWEAR (or AFFIRM) THAT:

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

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:

Pre-Discharge Debtor Education Material

Pre-Discharge Debtor Education Material This workbook has been designed as a companion to the Pre-Discharge Financial Education Course offered by Debt Education and Certification Foundation. As you participate

FINANCIAL BUDGET *if applicable, after all business expenses

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

Family Living Account Book WASHINGTON STATE UNIVERSITY EXTENSION EB0544

Family Living Account Book WASHINGTON STATE UNIVERSITY EXTENSION EB0544 WHY KEEP AN ACCOUNT BOOK? To evaluate spending habits To use as a guide in planning future spending To use in filing income tax

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,

2017 Summary Organizer Personal and Dependent Information

Summary Organizer Personal and Dependent Information Personal Information Name SSN Date of birth Healthcare coverage ALL year Taxpayer Spouse Street address, city, state, and ZIP Occupation Daytime phone

Income and Expense Statement Advanced Level

Income and Expense Statement Advanced Level The Costs Add Up How much do you think each item would cost if purchased every day for one month? Item Average Cost of Item Approximate Cost Per Month if purchased

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?

Miscellaneous Information

Miscellaneous Information Personal Information Yes No Did your marital status change during the year? If "Yes," explain Can you or your spouse be claimed as a dependent by someone else? Did your address

Money Management & Budgeting Skills Workshop

Money Management & Budgeting Skills Workshop Making Money Work for You Financial Education Supported by: Concept Checklist What will I learn today? [ ] Goals [ ] Needs vs.wants [ ] Budgeting Basics [ ]

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

money management managing credit and debt

money management managing credit and debt our mission The mission of The USAA Educational Foundation is to help consumers make informed decisions by providing information on financial management, safety

Case No.: Division: FAMILY LAW FINANCIAL AFFIDAVIT ($50,000 or more Individual Gross Annual Income)

IN THE IRUIT OURT OF THE IN AND FOR, Petitioner, ase No.: Division: JUDIIAL IRUIT, OUNTY, FLORIDA and, Respondent. FAMILY LAW FINANIAL AFFIDAVIT ($50,000 or more Individual Gross Annual Income) I, {full

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

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

Estimating Monthly Income and Expenses Worksheet

Estimating Monthly Income and Expenses Worksheet Use this worksheet to record all monthly income and expenses. Income and Assistance Income Wages/Salaries Tips, commissions, and overtime Social security

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