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  • Financial Worksheet Blank

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    Miller Sandy
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    This financial worksheet documents a client's monthly income and expenses in order to analyze their budget and determine cash flow. It lists sources of income like wages, rent, and pensions, as well as expenses including mortgages, utilities, car payments, insurance, and other living costs. The worksheet shows the client's total monthly income and expenses to calculate cash flow and identify any shortfalls or surplus.

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    This financial worksheet documents a client's monthly income and expenses in order to analyze their budget and determine cash flow. It lists sources of income like wages, rent, and pensions, as well as expenses including mortgages, utilities, car payments, insurance, and other living costs. The worksheet shows the client's total monthly income and expenses to calculate cash flow and identify any shortfalls or surplus.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    412 views3 pages

    Financial Worksheet Blank

    Uploaded by

    Miller Sandy
    This financial worksheet documents a client's monthly income and expenses in order to analyze their budget and determine cash flow. It lists sources of income like wages, rent, and pensions, as well as expenses including mortgages, utilities, car payments, insurance, and other living costs. The worksheet shows the client's total monthly income and expenses to calculate cash flow and identify any shortfalls or surplus.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 3

    FINANCIAL WORKSHEET

    BUDGET ANALYSIS / MONTHLY INCOME & EXPENSES (Client & Co-Client Combined)
    Phone: Name Client
    Phone: Fax/Cell
    Address: SS#
    Gross Monthly Income:
    Son Renting Room
    Email: Invest Property renter
    Current Value Widows Pension SS
    Current Mortgages $0 IRA/401K
    MONTHLY EXPENSES Checking
    1st Mortgage Savings
    2nd Mortgage Totals $0.00
    Taxes and Insurance Combined Income:
    House Utilities (Gas, Elect, Water, Trash) Loan / Financial Notes
    Cable TV / Internet/landline
    Cell Phone
    Car Payments
    Vehicle Insurance (All Types Combined)
    Vehicle Gasoline
    Boat, Motorcycle, RV Pmts (All)
    Visa / MasterCard
    Student Loan or personal loan Hardship
    Child Support / Alimony
    Child Care and Child tuition
    Groceries
    Medical Insurance / Dental Insurance
    Tuition
    Retirement Contributions
    Religious Obligations and or Contributions
    Investment Property Taxes and Insurance
    Misc Clothing,
    Other
    Total
    Monthly cash flow. $0.00 Agent: Kathy Janulis
    CLIENT ACKNOWLEDGEMENT AND AGREEMENT
    Client(s) certifies that the information provided in the preceding pages is accurate and current to the best of Client(s) knowledge and also understand that incorrect, inc
    missing information may result in a delays or unanticipated outcomes. Client(s) understands by completing this worksheet we are authorizing the review and sharing o
    information with the parties working on your loan modification.
    Client Signature Date Client Signature

    X X
    #DIV/0!
    bined)
    Co-Client

    $0.00
    $0.00
    $0.00
    $0.00
    $0.00
    $0.00
    $0.00
    $0.00
    $0.00
    tes

    derstand that incorrect, incomplete, or


    g the review and sharing of this

    Date

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