Your family -- please enter the number of individuals (including yourself) in your household

Please enter the dollar value of liquid assets -- monies that have been in a bank account for longer than 3 months.

Semi-liquid assets -- stocks, bonds, cd's or other securities.

Dollar value of real estate for sale (if any)

Value of any other real estate

Value of any personal property you have for sale -- car, boat, etc.

Projected assets to be received -- if you expect to receive a gift from a relative, an inheritance, an insurance settlement or other monies please indicate the dollar value and a brief description of the source.

Income

Have you received a steady income from this source for
Less than two years
More than two years

Enter the dollar amount of your annual base income. (Please do not include any overtime, bonuses, or other income here.)

Enter the dollar amount of any other income and a brief description of where it comes from (overtime, second job, dividends, interest, social security, pension plan, etc.)

Please enter any other individual's name you wish to consider in your plan, and their relationship to you (husband, wife, mother, etc.)

Their income is derived from Salary (W2 Income)Hourly Wages (W2 Income) Self Employed (bottom-line from Schedule C)Other

Has your co-person received a steady income from this source for
Less than two years
More than two years

Enter the dollar amount of your annual base income. (Please do not include any overtime, bonuses, or other income here.)

Enter the dollar amount of any other income and a brief description of where it comes from (overtime, second job, dividends, interest, social security, pension plan, etc.)

Is there anything else relevant to income?

Liabilities

Monthly minimum required credit card payments (Even if you pay all credit cards in full each month, try to add together the "minimum payments" required by each company.

The balance on any mortgage to be paid-off.

The monthly payment (including taxes, insurance, mortgage insurance, association fees) on any mortgage that will not be paid-off.

Any other monthly installment debt or court ordered obligations (like personal loans, child support, etc.)

Well, that wasn't so bad was it? With this information, we can work as a team to devise a solid plan for your immediate and longer term goals. Please press the "submit" button. Depending on your desires and the complexity of your plan, we will contact you as soon as possible.

Do you prefer to be advised of the results via:
E-Mail
Phone

Thank you.