Monthly Budget questionnaire
Please fill out this form to the best of your ability in order for your monthly budget to be personalized to your needs. Please give up to 5 days for me to return this form to you.
Please check the categories that you spend money in on a fairly regular basis (more than twice a year)
T.V. entertainment (this can be Roku, cable, firestick, and more)
Car Payment #2
Entertainment (going out, park passes, etc)
Medical Insurance (not auto deducted, but paid out after you are paid)
Kids activities (please list them out below if you have multiple)
How many people are in your household? How many adults
How many times a month do you normally receive income of any sort?
What subscription services do you have? (please list them only if you don't want them to be grouped with other similar categories)
How many debts do you have? If you have more than two, list each one out here so that you can have a separate line for each (Amex c.c., Chase c.c., Student loan #1, Student loan #2, etc.).
What else do you spend money on that is not listed above?
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