Page 12 - Financial Workbook
P. 12
Do you have everything included in your Spending Plan? Compiling ALL of your spending and income ensures complete information for you to accomplish your goals. Documents you need are:
Income
Expenses
• Paycheck stubs
• Cash value of any insurance policies
• Other income such as loans from family or friend
• Credit report (yours and spouse’s)
• Personal property such as jewelry, art, and furniture
• Mortgage
• Car payments
• Credit card payments
• School loans due
• Money owed to friends and family
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