womoney logo

Email: Sharon Rich

blue line

What to bring to session




Download excel version of  Net Worth Statement

Download excel version of  Income
 

Download excel version of 
Personal Expenses,
Children's Expenses,
Business & Rental Property Expenses




If you can't download the excel sheets, bring details on your annual income and expenses using the list below:

 

INCOME:  


PERSONAL EXPENSES
 
BASIC HOUSING
 
TRANSPORTATION
 
INSURANCE
 
BASICS
 
MEDICAL
 
CHILDREN
 
MISC. FIXED EXPENSES

INCOME TAXES

SAVINGS
 
FOOD
 
EDUCATION
 
HOUSING
 
PERSONAL CARE
 
ENTERTAINMENT
 
CONTRIBUTIONS:
GIFTS

TRAVEL/VACATION
 
MISCELLANEOUS FLEXIBLE EXPENSES


Copyright 2020, Womoney
last updated 4-20

sos


hosted by: