Personal Financial Snapshot
Jumpstart By Shana LLC
Email address *
Name:
Your answer
Phone:
Your answer
What is your household take-home pay per month?
Your answer
How much cash do you have set aside for emergencies?
Your answer
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)
Your answer
What are your current assets and their relative values? (ex: house, cars, non-retirement accounts)
Your answer
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)
Your answer
What are your personal financial goals?
Your answer
Submit
Never submit passwords through Google Forms.
reCAPTCHA
This content is neither created nor endorsed by Google. Report Abuse - Terms of Service - Privacy Policy