Financial Planning Worksheet
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1 Financial Planning Worksheet PAGE 1 Date Name Pay Grade Marital Status Spouse s Place of Employment Yrs. in Svc. Spouse s Name Rank Age Date Reported/PRD (Transfer) Age Number of Chil dren and Ages Home Address Work Telephone Home Telephone Command & Referred By (Self, CMD, NMCRS, FFSC, etc.) Amount of SGLI Elected TSP Monthly Contribution Amount of FSGLI Elected MGIB Monthly Contribution ASSETS Cash on hand Checking Accounts Savings Accounts Certi cates of Deposit Cash Value of Life Insurance U.S. Savings Bonds Mutual Funds/Money Market Stocks/Bonds College Funds 401(k)/403(b)/TSP Other (IRAs, etc.) Real Estate (Market Value) Home Rental Property Other (Vac Home/Trailer/Time Share) Personal Property Vehicles/Motorcycles/Boats Furniture Jewelry Other (Collectibles, etc.) Counseling Provided By: Counselor Phone #: Appointment Date: Time: Place: STATEMENT OF NET WORTH LIABILITIES Signature Loans Auto Loans or Leases Consolidation Loans Student Loans NEX/AAFES (Star Card) Department Store Credit Cards Other Credit Cards NMCRS (Loan) Other (Friends, Relatives, etc.) Advance/Over Payments Mortgages-Balances Due Home Rental Property Other (Vac Home/Trailer/Time Share) TOTAL ASSETS TOTAL LIABILITIES NET WORTH (Assets Liabilities)
2 MONTHLY INCOME PAGE 2 ENTITLEMENTS ACTUAL PROJECTED REMARKS * Base Pay Basic Allowance for Housing (BAH I or II) Overseas Housing Allowance (OHA) Basic Allowance for Subsistence (BAS) Family Separation Allowance (FSA) * Flight Pay/Diving Pay/Flight Deck Pay * Submarine Pay * Other Hazardous Duty Pay * Sea Pay Taxable COLA Other (tax exempt/allowance eg. COLA/FSSA) TOTAL MILITARY COMPENSATION (A) * Taxable pay ( ) Excludes pretax ded for TSP/MGIB DEDUCTIONS ACTUAL PROJECTED REMARKS Family SGLI (For Spouses) Servicemembers Group Life Insurance (SGLI) Uniform Services TSP MGIB FITW Filing Status Actual Proj. Status: FICA (Social Security) Base Pay Only, Excludes MGIB FICA (Medicare) Base Pay Only, Excludes MGIB State Income Tax State Claimed: AFRH (Armed Forces Retirement Home) TRICARE Dental Plan (TDP) Advance Payments Ends: Overpayments Ends: TOTAL DEDUCTIONS (B) CALCULATE NET INCOME ACTUAL PROJECTED REMARKS Service Member s Take Home Pay (A-B) Divide by 2 for Payday Amount Service Member s Other Earnings (less taxes) Spouse s Earnings (less taxes) Family SGLI (For Spouses) Servicemembers' Group Life Insurance (SGLI) Uniform Services TSP MGIB TRIDARE Dental Plan (TDP) Advance Payments Overpayments Child Support/Alimony (Received/Income) Other Income (e.g. SSI, Rental Income) TOTAL MONTHLY INCOME *Note: Pay Entitlements are taxable. Allowance Entitlements are non-taxable.
3 PAGE 3 MONTHLY SAVINGS AND LIVING EXPENSES Note: Actual or Projected Figures can be carried forward to spending plan. SAVINGS ACTUAL PROJECTED REMARKS SAVINGS Emergency Fund (1-3 months) Monthly Contribution Amount Goal: 10% of Net Income Reserve Fund Actual Projected "Goal-Getter" Fund Investments/IRAs/TSP/etc. TOTAL SAVINGS AND INVESTMENTS 10% LIVING EXPENSES ACTUAL PROJECTED REMARKS HOUSING Furnishings Maintenance/Repairs Mortgage/Rent Taxes/Fees FOOD Dining Out Groceries Lunches Include school and work lunches Vending Machines Meal Deductions UTILITIES Cable/Satellite TV Cellular/Pagers/Phone Cards Electricity Internet Service Natural Gas/Propane Telephone Local= Long Distance= Water/Garbage/Sewage CHILD CARE Allowances Daycare Support Include other dependant care AUTOMOBILE Gasoline Maintenance/Repairs Other CLOTHING Laundry/Dry Cleaning Purchases (50 monthly per person) INSURANCE Automobile Health/Life Homeowners/Renters SGLI/FSGLI Both service member/family SGLI TRICARE Dental HEALTHCARE Dental Eye Care Hospital/Physician Prescriptions EDUCATION Books Fees (Other/Room & Board) Tuition MGIB Montgomery GI Bill (MGIB) CONTRIBUTIONS Charities (CFC/NMCRS) Club Dues/Association Fees Religious LEISURE Athletic Events/Sporting Goods Include spectator sports Books/Magazines Computer Products (Software/Hardware) DVD/VHS & Video Games Rentals DVD s & CD s Entertainment Lessons Dance, Music, Self-Defense, Tutor Toys & Games Travel/Lodging PERSONAL Beauty Shop/Nails Barber Shop Cigarettes/Other Tobacco Vending Machines Liquor/Beer/Wine ABC, Package Store, etc. Other (Toiletries, Supplements, etc.) GIFTS Holidays Birthdays/Anniversaries PET CARE Food/Supplies Veterinarian/Service (Boarding/Grooming) MISCELLANEOUS ATM Fees/Stamps/etc. Other Recommend Bu er TOTAL MONTHLY LIVING EXPENSES 70%
4 PAGE 4 CREDITOR PURPOSE INDEBTEDNESS 20% MONTHLY PAYMENT BALANCE PROJECTED PAYMENT REMARKS (Mos Behind, Pd by Allotment, etc.) 1. US Govt. Advance Pay Automatic Deduction 2. US Govt. Over Payments Automatic Deduction APR % TOTAL SUMMARY NET INCOME (Bottom of Page 2) SAVINGS & INVESTMENTS (Page 3) LIVING EXPENSES (Page 3) AMOUNT LEFT TO PAY DEBTS = TOTAL MONTHLY DEBT PMTS (Page 4) SURPLUS OR DEFICIT = ACTUAL PRO JECT ED DEBT TO INCOME RATIO = (Total Monthly Debt Payments Net Income x 100 = Debt-to-Income Ratio)
5 PAGE 5 ACTION PLAN INCREASE INCOME DECREASE LIVING EXPENSES DECREASE INDEBTEDNESS REFERRALS/RECOMMENDED TRAINING SETTING YOUR GOALS (Short & Long Term) GOAL COST DATE WANTED = MONTH LY SAVINGS TO REACH GOAL 5. 6.
6 PAGE 6 PROJECTED 12 MONTH BUDGET Note: Actual or Projected Figures can be used in 12 month budget INCOME MONTH 1 MONTH 2 MONTH 3 NET Income Civilian Net Income Spouse Net Income Other Income Child Support/Alimony TOTAL NET INCOME SAVING SAVINGS 10% Housing Utilities Food Automobile Insurance Clothing Child care Pet Care Personal Education Contributions Gifts Miscellaneous Other TOTAL LIVING EXPENSES Emergenency, Reserve, Goal Getter Investments/IRAs/401(k), TSP, etc... Rent, Mortages, taxes, repairs Cable, gas, telephone, cell, electric, water, garbage Dining out, vending machines Groceries Gasoline, Mantenance/Repairs Auto Health/Dental Health/Dental Co-Pays/Deductibles Home/Renters/Life Laudry/Dry Cleaning, purchases Allowances, daycare, diapers, wipes Child Support Food, supplies, grooming, vet Beauty shop/barber, health clubs Cigarettes, tobacco, wine, beer Books, supplies, fees Tuition Athletic Events, sporting goods, Books, magazines, CDs, movies, toys, Travel, Other entertainment Charities (CFC/NMCRS) Birthdays, anniversaries ATM Fees/Stamps/etc. MONTH 1 MONTH 2 MONTH 3 TOTAL SAVINGS LIVING EXPENSES Leisure/Hobbies MONTH 1 MONTH 2 MONTH 3 CCREDITOR/DEBT PAYMENTS MONTH 1 MONTH 2 MONTH 3 TOTAL DEBT PAYMENTS SUMMARY MONTH 1 MONTH 2 MONTH 3 Total Net Income Total Savings Total Living Expenses Total Debt Payments - - SURPLUS OR DEFICIT =
7 PAGE 7 PROJECTED 12 MONTH BUDGET Note: Actual or Projected Figures can be used in 12 month budget MONTH 5 MONTH 6 MONTH 7 MONTH 8 MONTH 9 MONTH 10 MONTH 11 MONTH 12 MONTH 5 MONTH 6 MONTH 7 MONTH 8 MONTH 9 MONTH 10 MONTH 11 MONTH 12 MONTH 5 MONTH 6 MONTH 7 MONTH 8 MONTH 9 MONTH 10 MONTH 11 MONTH 12 MONTH 5 MONTH 6 MONTH 7 MONTH 8 MONTH 9 MONTH 10 MONTH 11 MONTH 12 MONTH 5 MONTH 6 MONTH 7 MONTH 8 MONTH 9 MONTH 10 MONTH 11 MONTH 12
8 PAGE 8 P TOTAL NET INCOME P TOTAL TAKE HOME PAY MONTHLY SPENDING PLAN MONTH MONTH MONTH BY PAYDAY 1st 15th 1st 15th 1st 15th *If using take-home pay amount, do not include any savings, expenses, or debt payments that are deducted from pay or paid by allotment. P = Planned Expenses A = Actual Expenses Savings & Investments Housing Food Utilities Transportation Clothes Insurance Health Education Contributions Subscriptions Personal Entertainment Dependent Care Miscellaneous Creditors Budgeted Amount P A P A P A P A P A P A TOTALS For help completing the Financial Planning Worksheet or answers to other financial questions contact MCCS Cherry Point Marine and Fmaily Program's Financial Counselors. Personal Financial Management Program Jerry Marvel Training and Education Building Room 213 MCAS Cherry Point, NC
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
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
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Client Checklist. local tax withholding, retirement contributions, benefits, Tax Planning.
Client Checklist We request you provide the following information in order to establish your financial goals and objectives and to support our analysis and calculations. Every item has its purpose as annotated.
Financial planning. Financial planning. Financial goals
Financial planning Where are you now? How d you get there? Where do you want to be? How re you going to get there? Financial planning Process of developing and implementing a coordinated series of strategies
3. If you received any interest from a "Seller Financed" mortgage, provide: Name and Address of Payer Social Security Number Amount
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
Tax Preparation Checklist
Tax Preparation Checklist Being prepared for tax season could expedite your return and reduce your taxes. We have prepared a list of common items that are present with most returns. Taxpayer Checklist
MIAMI BEACH JEWISH COMMUNITY CENTER APPLICATION FOR PROGRAM FEE REDUCTION
MIAMI BEACH JEWISH COMMUNITY CENTER APPLICATION FOR PROGRAM FEE REDUCTION Note: All sections of this application must be completed in full. If any information is incomplete or missing, your application
Total Monthly Income $ Miscellaneous Income Royalties, Trusts, and Other Investments $ Contributions from Others $ Dependent Children s monthly gross
District Court Denver Juvenile Court County, Colorado Court Address: In re: The Marriage of: The Civil Union of: Parental Responsibilities concerning: Petitioner: and Co-Petitioner/Respondent: Attorney
Foreclosure Prevention/Loan Modification Packet
Foreclosure Prevention/Loan Modification Packet Visionary Home Builders of California, Inc. (VHB) is a non-profit agency and is approved by the U.S. Department of Housing and Urban Development (HUD) to
FINANCIAL OVERVIEW. Registered Investment Advisors Since 1983. Trusted Financial, Tax and Estate Planning
FINANCIAL OVERVIEW Registered Investment Advisors Since 1983 Trusted Financial, Tax and Estate Planning For more regarding our planning services, please give us a call, send us an email or visit our website,
Reverse Mortgage Appointment
Reverse Mortgage Appointment Welcome to Clarifi. Together, we will work to achieve your financial goals. This Welcome Packet includes important information regarding your upcoming appointment. Please print
FAX: Atty. Reg. #: Division Courtroom SWORN FINANCIAL STATEMENT
District Court Denver Juvenile Court County, Colorado Family Court 333 Monroe St Court address 222 Newtown, PA 19323 In re: The Marriage of: Parental Responsibilities concerning: Petitioner: George J Jones
Names of all Co-owners w/ Address (if different)
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: II.
Income Sources Recap Jot down your streams of income, even if it s just a trickle right now.
Income Sources Recap Jot down your streams of income, even if it s just a trickle right now. Money s fun. If you ve got some. You ve got money coming in from somewhere, right? Then write it down. This