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Linktr.ee/beyourownbanker
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 INCOME & ASSETS
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Complete all boxes for your scenario. Once complete- Imput all accounts into free empower program in my linktree
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Monthly Income - Assets
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Income SourceMonthly Income
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Income 1Bi-weekly paycheck-2000 $ 4,000.00 FICO Score A Spouse #1
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Income 2Pension $ - Equifax 800
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Income 3Social Security $ - Transunion 800
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Income 4Rental $ - Experian 800
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Income 5Business/Businesses $ - FICO Score B Spouse #2
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Income 6Disability $ - Equifax 800
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Income 7VA-Veterans Admin $ - Transunion 800
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Income 8Other Sources $ - Experian 800
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TOTAL INCOME $ 4,000.00
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Account NameProvider Balance
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Stocks $ -
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Stocks $ -
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Stocks $ -
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Stocks $ -
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Stocks $ -
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Stocks $ -
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TOTAL STOCKS $ -
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Account NameProvider Balance
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IRA $ -
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IRA $ -
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401K $ -
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401K $ -
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TOTAL 401K/IRA $ -
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Cash / Bank AccountProvider Balance
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Cash / Bank
 $ -
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Cash / Bank
 $ -
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Cash / Bank
 $ -
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Cash / Bank
 $ -
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Cash / Bank
 $ -
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Cash / Bank
 $ -
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TOTAL CASH $ -
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Insured Name / Policy #Provider Cash Value
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Life Insurance
 $ -
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Life Insurance
 $ -
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Life Insurance
 $ -
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Life Insurance
 $ -
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TOTAL INSURANCE $ -
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Type of AssetProvider Balance
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Other $ -
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Other $ -
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Other $ -
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Other $ -
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Other $ -
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Other $ -
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TOTAL OTHER $ -
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TOTAL INCOME & ASSETS $ 4,000.00 $ -
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