Personal Financial Snapshot
Jumpstart By Shana LLC
What is your household take-home pay per month?
How much cash do you have set aside for emergencies?
List all of your debts, excluding mortgage, smallest to largest. (ex: credit cards, student loans, personal loans, medical debt, cell phones, car loans, 0% interest loans, etc)
What are your current assets and their relative values? (ex: house, cars, non-retirement accounts)
Do you have a monthly budget?
Do you own a home?
Do you have any children?
Do you have any retirement savings? (ex: 401k, Roth IRA)
What financial concerns do you have currently? (ex: moving, marriage, having children, debt, college, retirement)
What are your personal financial goals?
Send me a copy of my responses.
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