[Case Study-TITLE]
[INTRODUCTION - Write a brief introduction telling about yourself and your relevant background (ie. What your job is, how old you are, if you support anyone besides yourself, etc…)]
Income
Pre-Tax- $0.00
Post-Tax- $0.00
Pre-Tax Paycheck Withdrawals
Parking -
Retirement (401k,403b, etc…) -
Federal Tax -
Medicare -
Social Security -
State Tax -
Total -
Post-Tax Paycheck Withdrawals
Retirement -
Loan Payment -
Child Support -
Monthly Bills
Rent or P/I Payment -
Renters/Home Insurance -
Car Payment -
Car Insurance-
Cell Phone-
Credit Card-
Electric-
Water-
Internet-
Cable-
Veterinary Bills-
Subscription Services-
[Feel free to remove or add more as needed]
Total-
Monthly Expenses
Groceries -
Dining -
Fuel -
Home Improvement -
Clothing -
Pets -
Alcohol/Bars -
Coffee Shops-
Fast Food-
Misc. Purchases- (Break this out if you can)
Total-
Investment/Retirement Funds
Fund 1 -
Fund 2 -
Current Savings -
Monthly Contribution to Savings/Investments -
Car Loans - $0.00 @ 6%
Car’s Worth - $0.00
Credit Card - $0.00 @ 6%
[Add line per car/credit card/other liability (house, jet skis, boats, etc…)
Current Plans to Reduce/Fix Expenditures or Changes to Income
Questions about your case study you’d like answered. (ie “Is this right? What should I pay off first? What are my glaring problems?)