<strong>Monthly Income, Debt and Balance Table</strong>

Monthly Income, Debt and Balance Table

Please fill out the form by adding all of your personal monthly expenses.  If married with joint finances, please combine your spouse’s expenses


It is our utmost desire that all of our clients attain and maintain wealth by applying the principles that we teach. We sincerely look forward to partnering with you to help you accomplish your financial goals.  If you have any questions regarding this form or any financial related question please don’t hesitate to reach out to us.  Thank you for your trust and business.