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
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Preferred appointment type *
Your Name *
Marital Status *
Age *
Occupation *
Employer *
Spouse's Name
Have you been through FPU? *
Number of Children or Dependents *
What is your net monthly take home pay? *
Do you have an irregular income? *
Do you use a monthly budget? *
Do you have an emergency fund? *
How much is in your emergency fund? *
Are you currently saving for retirement? *
What is your retirement savings balance? *
What is your monthly contribution to retirement savings? *
Do you contribute to non-retirement savings? *
What is your non-retirement savings balance? *
What is your monthly contribution to non-retirement savings? *
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.) *
List the balance for each of these categories:
Vehicles *
Credit cards *
Student loans *
Unpaid taxes *
Personal Loans *
Outstanding medical bills *
Other debts *
What primary issue should we focus on during your coaching session? *
List the top three concerns/questions related to your above selection: *
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