The Personal Finance Coach
Single Asset Review & GOAL QUESTIONNAIRE
This form depicts your current financial situation.
Asset Review Section
Your Total Income Per Month
This is the net amount after taxes, insurance, etc.
Your Total Bank Balances Combined And Current Account Set Up (Do NOT include bank account #'s)
For Example: Bank of America; Checking $345. Savings $1200. Citi Bank; Checking $453 Total: $1998
Your Total Retirement Savings
List Out Your Debts Smallest To Largest (Include Type of Debt, Remaining Balance, Interest Rate, & Minimum Payment)
Additional Information That You Would Like To Share About Your Financial Situtation
Goal Questionnaire Section
I believe we grow through reflection. What are your financial goals for the next 90 days we have together?
What are your financial goals for the next 5 years?
What can you NOT live without on this debt free journey? (Please be realistic)