Personal Financial Snapshot
Personal Information
Your Name
Age
Type of Work
Spouse Name
Age
Type of Work
Have you been through FPU?
Yes
No
What's FPU?
Number of Children or Other Dependents
Address
Mailing Address
Street Address Line 2
City
State
Postal / Zip Code
ZIP
Phone
Email
example@example.com
Preffered method of contact for your session
In Person
Phone
Video Conference
Income
What is your monthly net take home pay?
Do you have an irregular income?
Yes
No
Do you use a monthly budget?
Yes
No
Savings
Do you have an emergency fund?
Yes
No
How much is in the fund?
Are you currently investing for retirement?
Yes
No
What is your balance?
What is your monthly contribution?
Do you contribute to non-retirement savings?
Yes
No
What is your balance?
What is your monthly contribution?
Housing
Do you rent or own?
Rent
Own
Are you current on your payments?
Yes
No
What are the total monthly payments?
Consumer Debt
Do you have any vehicle loans?
Yes
No
Are you current on vehicle payments?
Yes
No
What are your total monthly payments?
List any balances due:
Credit Cards
Student Loans
Taxes
Other
Other
What primary issue should we focus on during your coaching session?
Budgeting
Real Estate
Dealing With Collectors
Wealth Building/investing
Debt Elimination
Other
List the top three concerns/ questions related to your above selection:
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