Step 1 - Gather Documents

Get Started On The Road To A MORTGAGE & DEBT FREE Life Style Today!

STEP 1 GATHER YOUR FINANCIAL DOCUMENTS

WATCH VIDEO FOR INSTRUCTIONS

Watch Video For Instructions

This is the most important step in the process!

We are asking you to provide us some basic financial information to run a program analysis and provide a detailed report for your household.

You will need to collect the necessary financial documents around your house or from your bank.

The information is needed to complete your financial analysis, and see if the FINANCIAL GPS will work for you.

Most required information is found on monthly bank statements.

This is the most important step in the process!

You will need to collect the necessary financial documents around your house or from your bank.

We are asking you to provide us some basic financial information to run a program analysis and provide a detailed assessment for your household.

Most required information is found on monthly bank statements.

The information is needed to complete your financial analysis, and see if the FINANCIAL GPS will work for you.

Note: The more details you provide the more accurate your report will be.

Note: We DO NOT NEED your personal info such as social security #, birthdate etc. Just basic numbers like interest rates, monthly payment and loan balance info, etc.

These are the four sections the worksheet will cover

DEBT

For this section all we need some information about your creditors i.e. Mortgage ,Car Note, Student loan, Credit Cards etc

1. Current Balance (current amount you owe now)

2. Interest Rate

3. Monthly Payment Amount

4. Escrow Amount (what portion of your monthly payment pays for your taxes, insurance)?

INCOME

For this section all we need some information about your income

1. Net Income (meaning your take home pay after deductions i.e. social security, taxes, insurance, 401K)

2. Income frequency - (How often do you get paid?) i.e. weekly, bi-weekly, semi-monthly, or monthly?

If you have irregular income, add up what you brought home this year and divide by 12 months and enter as monthly.

Also, if you have multiple incomes, please keep them all separate.

EXPENSES

For this section all we need some information about your income

After paying all your bills, buying your food, eating out etc., how much average monthly discretionary Income do you have available?

If this varies monthly give me an estimated high and low figure.

Depending on your financial position, sometimes our analysis shows a huge interest savings and years to pay off reduction with just $50 or less monthly discretionary income.

We will not know until we run your personal financial numbers through our system.

STEP 1

Gather Your Financial Documents

STEP 2

Fill Out The Online Form

STEP 3

Get Your Results

Ready To Get Started?

YES, TAKE ME TO THE WORKSHEET Click Here To Go To The Next Step

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