Financial Planning Worksheet Page 1. Statement of Net Worth
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- Deborah Boyd
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1 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 (Actual)/PRD (Transfer Projected) BAH Status (Select from menu) Spouse's Name Spouse's Age (Required for FSGLI) Spouse's Place of Employment Children/Ages (Living/w = Act/Away = Proj) Home Address & Zipcode (last 5 digits) Work Telephone Home/Cell Telephone Command & Referred By: (Self, Cmd,etc) Amount of FSGLI Elected (Select from menu) Amount of SGLI Elected (Select from menu) TSP Basepay Contribution (Enter %) TSP Bonus/Incentive/Special Pay Roth TSP Basepay Contribution (Enter Amt) Roth TSP Bonus/Incentive/Special Pay MGIB Monthly Contribution (Select from menu) 0 0 Assets Liabilities Cash (On Hand) Signature Loans (From Indebt page) Checking Accounts Auto Loans or Lease Saving Accounts Consolidation Loans Certificates of Deposits Student Loans Cash value of life insurance NEX/AAFES (Star Card) U.S. Savings Bonds Dept Store Credit Cards Mutual Funds/Money Market Other Credit Cards Stocks/Bonds NMCRS (Loan) College Funds Other (Friends, Relatives, etc.) 401(k)/403(b)/IRA etc. Advance/Over Payments TSP Balance (Starting balance for Estimator) Roth TSP (Starting balance for Estimator) Real Estate (Market Value) MortgagesBalance Due Home Home Rental Property Rental Property Other (Vac Hm/Trailer/Time Share) Other (Vac Hm/Trailer/Time Share) Personal Property Vehicles/Motorcycles/Boats Furniture Jewelry Other (Collectibles, etc.) Statement of Net Worth Total Assets Total Liabilities Net Worth Counseling Provided By: Counselor Phone #:
2 Monthly Income Page 2 Entitlements Actual Projected Remarks Base Pay Basic Allowance for Housing (Select from menu) Overseas Housing Allowance (OHA) Basic Allowance for Subsistence (BAS) (Select from menu) No No Family Separation Allowance (FSA) (Select Yes or No) No No Flight Pay/Diving Pay/Flight Deck Pay Submarine Pay (None or select quailfied years) None None Other Hazardous Duty Pay Sea Pay (None or select quailfied years) None None Taxable COLA Other (tax exempt/allowance eg. COLA/FSSA) Total Military Compensation (A) Taxable pay (Excludes PreTax for TSP/MGIB) Deductions: (Use CheckBox to include allotment in Spending Plan) Allotment (a) (Use remarks for description and end date) Allotment (b) Allotment (c) Allotment (d) Allotment (e) Allotment (f ) Meal Collection Deduction Family SGLI (For Spouses) (From NetWorth) Servicemen's Group Life Insurance (SGLI) (From NetWorth) Uniform Services TSP (From NetWorth) Uniform Services Roth TSP (From NetWorth) MGIB (From NetWorth) FITW Filing Status Actual: Married 0 Proj Status: Married 0 FICA (Social Security) (Base Pay only Excludes MGIB) FICA (Medicare) (Base Pay only Excludes MGIB) State Income Tax (Use Remarks to indicate State) AFRH (Armed Forces Retirement Home) Tricare Dental Plan (TDP) (Select None, Single or Family) None None Actual = None / Projected = None Advance Payments (Use Remarks to indicate end Date) Over Payments (Use Remarks to indicate end Date) Total Deductions (B) Calculate Net Income Servicemember's Take Home Pay (AB) Actual 0/ Projected 0 Spouse's Earnings (less taxes) (From 2nd Income) Enter monthly income or Member's 2nd Income (less taxes) (From 2nd Income) use 2nd Income page. Allotment (a) (Use remarks for description and end date) Allotment (b) Allotment (c) Allotment (d) Allotment (e) Allotment (f ) Meal Collection Deduction Family SGLI (For Spouses) Servicemen's Group Life Insurance (SGLI) Uniform Services TSP Uniform Services Roth TSP MGIB Tricare Dental Plan (TDP) Advance Payments Over Payments Child Support/Alimony (Received/Income) Other Income (e.g. SSI, Rental Income) Total Net Monthly Income
3 Spouse's Earnings Entitlements Actual Projected Remarks Hourly Rate Page 2A Total Regular Hours Weekly. hrs. hrs Weekly Annual Leave Hours. hrs. hrs Sick Leave Hours. hrs. hrs Overtime Hours. hrs. hrs Bonus Other (tax exempt income) Total Pay Period Wage (A) Taxable pay (Excludes pretax deductions) Deductions: Allotment (a) (Use remarks for description and end date) Allotment (b) Life Insurance (Taxable) Health and Dental Care Plans (PreTax except FICA) Retirement Fund (Taxable) 401k/403b/Retiremnet Fund (PreTax) Additional Federal Withholding FITW Filing Status Actual: Single 0 Proj Status: Married 0 FICA (Social Security) FICA (Medicare) State Income Tax (Use Remarks to indicate State) Total Deductions (B) Calculate Net Income 2nd Income's Take Home Pay (AB) Allotment (a) (Use remarks for description and end date) Allotment (b) Total Net Monthly Income Sevicemember's 2nd Income Entitlements Actual Projected Remarks Hourly Rate Total Regular Hours Weekly. hrs. hrs Weekly Annual Leave Hours. hrs. hrs Sick Leave Hours. hrs. hrs Overtime Hours. hrs. hrs Bonus Other (tax exempt income) Total Pay Period Wage (A) Taxable pay (Excludes pretax deductions) Deductions: Allotment (a) (Use remarks for description and end date) Allotment (b) Life Insurance (Taxable) Health and Dental Care Plans (PreTax except FICA) Retirement Fund (Taxable) 401k/403b/Retiremnet Fund (PreTax) Additional Federal Withholding FITW Filing Status Actual: Single 0 Proj Status: Single 0 FICA (Social Security) FICA (Medicare) State Income Tax (Use Remarks to indicate State) Total Deductions (B) Calculate Net Income Members 2nd Income's Take Home Pay (AB) Allotment (a) (Use remarks for description and end date) Allotment (b) Total Net Monthly Income
4 MONTHLY SAVINGS AND LIVING EXPENSES Page 3 Note: Actual or Projected Figures are carried forward to spending plan. Savings Actual Projected Remarks SAVINGS Emergency Fund (13 Months) (Monthly Amount) 10% Minimum Reserve Fund (Monthly Amount) "Goal Getter" Fund (Monthly Amount) Actual Projected Investments/IRAs/etc. (Monthly Amount) TSP/401k/403b (From Income pages) Total Savings & Investments (10%) Actual: Living Expenses Actual Projected Remarks Furnishings Maintenance/Repairs/Storage Fees Household Mortgage/Rent Taxes/Fees/Homeowners Assoc Fees Dining Out/Dinners Food/Supplies (Commissary & other stores) Food Lunches (Include school and work lunches) Coffee/Gedunk/Vending Machines/Treats Meal Deductions Cable/Satellite TV Cellular/Pagers/Phone Cards Electricity Utilities Internet Service Natural Gas/Propane Telephone Local = Long Distance = Water/Garbage/Sewage Allowances (AD/Spouse/Children) Child Care Daycare/Private School Tuition Support (Include other dependant care) Gasoline Automobile Maintenance/Repairs Other (Plates, Registration, taxes, etc) Laundry/Dry Cleaning Clothing Purchases (Estimate 50 Monthly per Person) Automobile Health/Life (add additional insurance here) Insurance Homeowners/Renters SGLI/FSGLI (From Income deductions) Tricare Dental Dental Eye Ccare Healthcare Hospital/Physician Prescriptions/Vitamins/Supplements Books Fees (Other/Room & Board) Education Tuition Montgomery GI Bill (MGIB from Income pages) Charities (CFC/NMCRS) Contributions Club Dues/Association Fees Religious Athletic Events/Sporting Goods (Event Tickets) Books & Magazines/eBooks Computer Products (Software/Hardware/Supplies) DVD/Blue Ray/Video Games Rentals/Memberships Leisure Purchase DVD's/CD's/Apps & ITunes Entertainment/Entertaining/Movies Lessons (Dance, Music, SelfDefense, etc) Toys & Games Travel/Lodging Holidays Gifts Birthdays/Anniversaries Barber/Beauty Shop (Hair/Nails) Beer/Liquor/Wine (ABC, Package Store, etc) Personal Care Other (Fitness Center/Tanning/Massage) Tobacco Products (including antismoking) Food/Supplies Pet Care Veterinarian/Service (Boarding/Grooming) NonReimbursed Job Expense Reimbursed ATM Fees/Stamps/etc Miscellaneous Other (Recommended Buffer) Total Monthly Living Expenses (70%) Actual:
5 Creditor (Account #/Phone #) Purpose mum Mo. Paym Balance Pro Payment Remarks (Mos Behind, Paid by Allotment, etc. APR (%) 1 US Govt. Advance Pmts Automatic Deduction 2 Gov't Credit Card Over Payments Automatic Deduction Total Actual Projected Actual Projected Projected Net Income (Bottom of Page 2) Income Savings and Investments (Near Top of Page 3) Savings Savings Living Expenses (Bottom of Page 3) Living Expenses Living Expenses Amount Left to Pay Debts Debts Debts (Bottom of Page 4) Debts Extra Steam (Bottom Page 9) Surplus Surplus Surplus or Deficit Indebtedness (20%) Page 4 Debt to Income Ratio
6 Action Plan Page 5 Proposed Options Increase Income Decrease Living Expenses Decrease Indebtedness Referrals/Recommended Training Setting Your Goals (Short Term & Long Term) Goal Cost / Date Wanted = Monthly Savings to Reach Goal
7 Use Net/Actual Spending Plan Page 6 Actual Net Pay Month Month Month By Payday 1ST 15TH 1ST 15TH 1ST 15TH P=Planned/A=Actual P A P A P A P A P A P A Living Expenses Note: If using Take Home Pay, Subtract all savings or living expenses deducted from pay (e.g. TSP) or paid by allotment. Savings and Investments Household Food Utilities Child Care Automobile Clothing Insurance Healthcare Education Contributions Leisure Gifts Personal Care Pet Care Job Expense Miscellaneous Creditors: If using Take Home Pay, Do not include creditors paid by Allotment (Use CheckBox to delete creditors paid by allotment) Adv/Over Pmts Totals:
8 Monthly Spending Record Page 7 Keep track of your daily spending for two weeks Keep a record of how you spend your money for the next two weeks. The secret is to record it when you spend it. Using a "stickie" note in your wallet or purse will help you track your expenditures. When you go for your money make a note on your on your "stickie": (put the amount and what you spent your money on). At the end of the day, transfer the recorded amounts to this record. Be sure to include bills paid, along with sodas, lunches, etc. Remember this is for tracking your take home pay, don't include allotments. Take Home Pay for Two Weeks Dates Date: Date: Date: Date: Item Amount Item Amount Item Amount Item Amount Date: Date: Date: Date: Item Amount Item Amount Item Amount Item Amount Date: Date: Date: Date: Item Amount Item Amount Item Amount Item Amount Date: Date: Date: Take Item Amount Item Amount Item Amount Home Pay + Amount Spent Balance (+ or )
9 Monthly Spending Record Page 8 Keep a daily record like you did for the first two weeks. Remember to count ALL spending. Take Home Pay For Two Weeks Dates Date: Date: Date: Date: Item Amount Item Amount Item Amount Item Amount Date: Date: Date: Date: Item Amount Item Amount Item Amount Item Amount Date: Date: Date: Date: Item Amount Item Amount Item Amount Item Amount Date: Date: Date: Take Item Amount Item Amount Item Amount Home Pay + Amount Spent Balance (+ or )
10 Use MO.PYMT FullSteam: Debt Reduction through use of Power Payments Page 9 Balance Payment Rate # of Pmts Account # of Pmts with FS 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths 0 Yrs 1 Mths 0 Yrs 0 Mths Total Balance Total Payments W/O FullSteam 0 Yrs 0 Mths FullSteamPayments FullSteam Time 0 Yrs 0 Mths Total Savings Time Saved 0 Yrs 0 Mths Total Interest FullSteamInterest Interest Savings Extra Steam 1st Blast of Steam 2nd Blast of Steam 3rd Blast of Steam 0 in Surplus is available for Extra Steam in Month/Year in Month/Year in Month/Year
11 Use Actual TSP Investments Page 10 Current Roth TSP Contribution Average Since Inception Contribution Percentage Current TSP Contribution Government Securities 5.69% Current Age Fixed Income Index 7.01% Years left to Contribute Common Stock Index 9.50% Investment Yrs until /2 Small Cap. Stock Index 7.12% Total Contributions International Stock Index 4.06% Interest Earned on Investment L Income 4.17% TSP age 59.5 L % L % L % L % Use Actual 10% Example 10.00% % Use Projected Total Distribution % TSP TSP
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13 PayGrade 2 or less Over 2 Over 3 Over 4 5 Over 6 7 Over 8 9 Over Over Over Over Over Over 20 O10 16, O9 14, O8 9, , , , , , , , , , , , O7 8, , , , , , , , , , , , O7 1 Drill O7 4 Drills 1, , , , , , , , , , , , O6 6, , , , , , , , , , , , O6 1 Drill O6 4 Drills , , , , , , , O5 5, , , , , , , , , , , , O5 1 Drill O5 4 Drills , , , O4 4, , , , , , , , , , , , O4 1 Drill O4 4 Drills O3 3, , , , , , , , , , , , O3 1 Drill O3 4 Drills O2 3, , , , , , , , , , , , O2 1 Drill O2 4 Drills O1 2, , , , , , , , , , , , O1 1 Drill O1 4 Drills O3E 5, , , , , , , , , O3E 1 Drill O3E 4 Drills O2E 4, , , , , , , , , O2E 1 Drill O2E 4 Drills O1E 3, , , , , , , , , O1E 1 Drill O1E 4 Drills W5 7, W5 1 Drill W5 4 Drills W4 4, , , , , , , , , , , , W4 1 Drill W4 4 Drills W3 3, , , , , , , , , , , , W3 1 Drill W3 4 Drills W2 3, , , , , , , , , , , , W2 1 Drill W2 4 Drills W1 2, , , , , , , , , , , , W1 1 Drill W1 4 Drills E9 4, , , , , , E9 1 Drill E9 4 Drills E8 3, , , , , , , E8 1 Drill E8 4 Drills E7 2, , , , , , , , , , , , E7 1 Drill E7 4 Drills E6 2, , , , , , , , , , , , E6 1 Drill E6 4 Drills E5 2, , , , , , , , , , , , E5 1 Drill E5 4 Drills E4 1, , , , , , , , , , , , E4 1 Drill E4 4 Drills E3 1, , , , , , , , , , , , E3 1 Drill E3 4 Drills E2 1, , , , , , , , , , , , E2 1 Drill E2 4 Drills E1 1, , , , , , , , , , , , E1>4 1 Drill E1>4 4 Drills E1<4 1, E1<4 1 Drill 47.21
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