Personal Finance Snapshot
This information is confidential and will only be used to assess your current situation and to help us start the discussion about your personal finances.
Andrea and Andy Ide
Ideal Personal Finance Coaching
Preferred appointment type *
Required
Your Name *
Your answer
Marital Status *
Age *
Your answer
Occupation *
Your answer
Employer *
Your answer
Spouse's Name
Your answer
Age
Your answer
Occupation
Your answer
Employer
Your answer
Have you been through FPU? *
Number of Children or Dependents *
Your answer
INCOME
What is your net monthly take home pay? *
Your answer
Do you have an irregular income? *
Do you use a monthly budget? *
SAVINGS
Do you have an emergency fund? *
How much is in your emergency fund? *
Your answer
Are you currently saving for retirement? *
What is your retirement savings balance? *
Your answer
What is your monthly contribution to retirement savings? *
Your answer
Do you contribute to non-retirement savings? *
What is your non-retirement savings balance? *
Your answer
What is your monthly contribution to non-retirement savings? *
Your answer
HOUSING
Do you rent or own? *
Are you current on your payments? *
What are your total monthly payments for your housing? (Include all mortgages, insurance, etc.) *
Your answer
CONSUMER DEBT
List the balance for each of these categories:
Vehicles *
Your answer
Credit cards *
Your answer
Student loans *
Your answer
Unpaid taxes *
Your answer
Personal Loans *
Your answer
Outstanding medical bills *
Your answer
Other debts *
Your answer
GOALS
What primary issue should we focus on during your coaching session? *
List the top three concerns/questions related to your above selection: *
Your answer
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