Financial Information

Mortgage Debt:

• Balance
• Rate
• Payment

• $
• %
• $ (Excluding tax & insurance)
• Is this a home equity line of credit?
  Credit Limit $
• Yes
• No

Other Debt: (car loans, credit cards, etc.)

• Balance
• Rate
• Payment

• $
• %
• $
• Is this a loan or credit card/line of credit?
  Credit Limit $
• Loan
• Credit card/LOC

Net Income:

• Interval Select Weekly Biweekly Semimonthly Monthly
• Amount $

Discretionary Income: (Money left over after you have paid all your monthly bills and expenses)

• Amount $