New Member Data Input

PLEASE FILL ALL INFORMATION

1Names, DOB, Net Incomes, Occupations

Your Full Name Your Spouse's Full Name Your Net Income Your Spouse's Net Income Your Occupation Your Spouse's Occupation Your DOBYour Spouse's DOB

2Children's Names and DOB

Child 1 Full Name Child 1 DOB Child 2 Full Name Child 2 DOB Child 3 Full Name Child 3 DOB Child 4 Full Name Child 4 DOB Child 5 Full Name Child 5 DOB

3Home

Mortgage Total Monthly Mortgage Payment APR%

4Car

Total Car Loan Car Loan Monthly Payment APR%

5Student Loan

Student Loan Total Student Loan Monthly Payment Company

6Bank

Total Savings Total Children's Savings Total Credit Card Debt Credit Card Monthly Payment APR% Credit Card Limit

7Insurance

Life Insurance Company Year Annual Cost Cash Value Amount Disability Insurance Company Covered Percent of Wages

8Investments

401K Contribution Employer Match Amount IRA Total IRA Annual Contribution

9Accounting and Legal

Accountant Name Accountant Email Do You Have a Will or Trust?

Empowering Financial Freedom