Financial Planning Worksheet
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1 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 Work Telephone Home Telephone Command & Referred By (Self, CMD, NMCRS, FFSC, etc.) Amount of SGLI Elected Amount of FSGLI Elected TSP Monthly Contribution MGIB Monthly Contribution ASSETS Cash on hand Checking accounts Savings accounts Certificates 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.) STATEMENT OF NET WORTH Counseling Provided By: Counselor Phone #: Appointment Date: Time: Place: 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 ENTITLEMENTS ACTUAL PROJECTED REMARKS * Base Pay Monthly Contribution Amount 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 *Note: Pay Entitlements are taxable. Allowance Entitlements are non-taxable. (A) * Taxable pay ( ) Excludes pretax ded for TSP/MGIB DEDUCTIONS ACTUAL PROJECTED REMARKS Meal Collection Deduction Family SGLI (For Spouses) SGLI and T-SGLI Uniform Services TSP MGIB FITW Filing Status Actual: FICA (Social Security) FICA (Medicare) State Income Tax AFRH (Armed Forces Retirement Home) Tricare Dental Plan (TDP) Advance Payments Over Payments TOTAL MILITARY COMPENSATION (B) For/ends? For/ends? For/ends? For/ends? Proj. Status: Base Pay Only, Excludes MGIB Base Pay Only, Excludes MGIB State Claimed: CALCULATE NET INCOME ACTUAL PROJECTED REMARKS Service Member s Take Home Pay (A-B) $ $ Divide by 2 fr Payday Amount Service Member s Other Earnings (less taxes) Spouse s Earnings (less taxes) Meal Collection Deduction Family SGLI (For Spouses) SGLI and T-SGLI Uniform Services TSP MGIB Tricare Dental Plan (TDP) Advance Payments Over Payments Child Support/Alimony (Received/Income) Other Income (e.g. SSI, Rental Income) TOTAL MONTHLY LIVING INCOME $ $ Actual: Ends: Ends:
3 MONTHLY SAVINGS AND LIVING EXPENSES PAGE 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 HOUSEHOLD 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/T-SGLI/FSGLI Both service member/family SGLI Tricare Dental HEALTHCARE Dental Eye Care Hospital/Physician Prescriptions EDUCATION Books Tuition/Fees include room and board MGIB Montgomery GI Bill (MGIB) CONTRIBUTIONS Charities Club Dues/Association Fees Religious LEISURE Athletic Events/Sporting Goods include spectator sports Books/Magazines Computer Products (Software/Hardware) DVD/VHS/Video Games/CDs purchase and rental Entertaining Lessons/Toys & Games dance, music, self-defense, tutor, etc. Travel/Lodging GIFTS Holidays Birthdays/Anniversaries PERSONAL CARE Barber/Beauty Shop Beer/Liquor/Wine Other ABC, Package Store, etc. Tobacco Products PET CARE Food/Supplies Veterinarian/Service (boarding/grooming) MISCELLANEOUS ATM Fees/Stamps/etc. Other Recommend $50-$150 Buffer TOTAL MONTHLY LIVING EXPENSES (70%) $ $ Actual:
4 INDEBTEDNESS 20% CREDITOR PURPOSE MONTHLY BALANCE PROJECTED REMARKS APR % PAYMENT PAYMENT (Mos Behind, Pd by Allotment, etc.) US Govt. Advance Pay Automatic Deduction US Govt. Over Payments Automatic Deduction TOTAL SUMMARY ACTUAL PROJECTED 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 = DEBT TO INCOME RATIO (Total Monthly Debt Payments Net Income x 100 = Debt-to-Income Ratio)
5 ACTION PLAN PAGE proposed options Increase Income Decrease Living Expenses Decrease Indebtedness REFERRALS/RECOMMENDED TRAINING SETTING YOUR GOALS (Short & Long Term) Goal COST / date wanted = monthly savings TO reach goal
6 TOTAL TAKE HOME PAY monthly spending PLAN MONTH MONTH MONTH BY PAYDAY 1st 15th 1st 15th 1st 15th Note: Subtract all savings or living expenses deducted from pay (e.g. TSP) 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 Budgeted Amount P A P A P A P A P A P A Creditors: Do not include creditors paid by allotment TOTALS
7 monthly spending PLAN Keep track of your daily expenses 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 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: Item: Amount: Item: Amount: Item: Amount: Take Home Pay: $ Amount Spent: $ Balance: +$ (+ or -)
8 monthly spending PLAN Keep track of your daily expenses for two weeks TAKE HOME PAY FOR TWO WEEKS Dates DATE: DATE: DATE: Item: Amount: Item: Amount: Item: Amount: Take Home Pay: $ Amount Spent: $ Balance: +$ (+ or -) Little Creek Newport News Norfolk Northwest Oceana Yorktown NAVY Website:
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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