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Adam's InformationEve's InformationMarriage Income Placement
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NameAdamNameEve Adam's Monthly Income Eve's Monthly Income
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Adam's Monthly Income $ 5,000.00 Eve's Monthly Income $ 5,000.00 $ 5,000.00 $ 5,000.00
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 Joint Expenses $ 1,000.00 Joint Expenses $ 1,000.00
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 Personal Expenses $ 1,000.00 Personal Expenses $ 1,000.00 Joint Expenses
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Investments $ 2,000.00 Investments $ 2,000.00 20% $ 2,000.00 20%
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Checking / Savings $ 600.00 Checking / Savings $ 600.00
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 Religious / Charitable Giving $ 200.00 Religious / Charitable Giving $ 200.00 Personal Expenses Personal Expenses
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 Vacation Account $ 200.00 Vacation Account $ 200.00 $ 1,000.00 20%20% $ 1,000.00
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 Joint Investment Account $ 500.00 Joint Investment Account $ 500.00
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 Investment Account $ 750.00 Investment Account $ 750.00 Adam's Net Income Eve's Net Income
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 ROTH IRA $ 500.00 ROTH IRA $ 400.00 $ 3,000.00 $ 3,000.00
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 HSA $ 250.00 HSA $ 250.00
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 Traditional IRA $ - Traditional IRA $ - Investments Investments
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 Employment Plan $ - Employment Plan $ - $ 2,000.00 40%40% $ 2,000.00
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 Employment Plan #2 $ - Employment Plan #2 $ -
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 Life Insurance $ - Life Insurance $ - Checking / Savings Checking / Savings
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 Real Estate Fund $ - Real Estate Fund $ - $ 600.00 12%12% $ 600.00
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 Acc #1 $ - Acc #1 $ -
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 Acc #2 $ - Acc #2 $ - Religious / Charitable Giving Religious / Charitable Giving
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 Acc #3 $ - Acc #3 $ - $ 200.00 4%4% $ 200.00
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 Vacation Account Vacation Account
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 $ 200.00 4%4% $ 200.00
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 Need to Allocate Need to Allocate
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 $ - 0.0%0.0% $ -
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100.0% Allocated 100.0%
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 Investment Account Breakdown
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 Joint Investment Account
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25% $ 1,000.00 25%
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 Investment Account Investment Account
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 $ 750.00 38%38% $ 750.00
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 ROTH IRA ROTH IRA
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 $ 500.00 25%20% $ 400.00
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 HSA HSA
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 $ 250.00 13%13% $ 250.00
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 Traditional IRA Traditional IRA
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 $ - 0%0% $ -
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 Employment Plan Employment Plan
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 $ - 0%0% $ -
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 Employment Plan #2 Employment Plan #2
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 $ - 0%0% $ -
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 Life Insurance Life Insurance
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 $ - 0%0% $ -
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 Real Estate Fund Real Estate Fund
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 $ - 0%0% $ -
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 Acc #1 Acc #1
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 $ - 0%0% $ -
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 Acc #2 Acc #2
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 $ - 0%0% $ -
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 Acc #3 Acc #3
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 $ - 0%0% $ -
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 Need to Allocate Need to Allocate
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 $ - 0.0%5.0% $ 100.00
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100.0% Allocated 95.0%
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