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Questionnaire #2 - Expenses

This is a simple section that contains information we need to complete the overall financial picture for you to use will making your decisions.

Next... where does the money go?

Some experience anxiety averaging their expenses. Please just relax and enter your expenses. You cannot spend more than have (unless using credit cards or other means). Please look at what you are spending with your income you list. If you spend more, please provide the source of income for this additional spending.

This Form cannot be submitted until the missing fields (labelled below in red) have been filled in
Questionnaire 2 - Expenses (Sch J)
Name

Spouse Name

Email Address

Rent if any

Mortgage if any

Real Estate Taxes not in payment

Homeowner's or Renter's Insurance

Homeowner's association or condominium dues

Home Equity Loans or secured lines of credit

Electricity, heating fuel, natural gas

Water, sewer, garbage collection

Telephone, cell phone, and e-mail

Groceries and household supplies

Eating out

Clothing

Laundry & Dry Cleaning

Personal Care Products and services

Home maintenance (repairs & upkeep)

Medical and Dental costs not paid by insurance

Transportation expense (gas, repairs, bus, etc)

Entertainment, gifts, and vacation

Charitable Contributions

Life Insurance (monthly - not from pay)

Health Insurance (monthly - not from pay)

Vehicle insurance (monthly average)

First Vehicle Payment Amount?

First Vehicle: Year Make Model

Second Vehicle Payment Amount?

Second Vehicle: Year Make Model

Education

Savings and Investments Expense

Child Care

Necessary job-related expenses - what for and how much monthly

Do you pay any other expenses? Please Explain.

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Questionnaire #2 - Expenses

Questionnaire 2 - Expenses (Sch J)