Get Started On The Road To A MORTGAGE & DEBT FREE Life Style Today!
STEP 2 FILL OUT THE ONLINE FORM
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.
Note: We do NOT require any personal information to run your savings report
Your FREE Savings Report Does NOT Require Us...
  • Ask for income verification
  • ​To perform a credit check 
  • Ask for your bank account numbers
  • ​Ask for your social security number
  • ​Ask for your birth date
In STEP 2 you will see the worksheet has four sections
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 much do you put in the bank and how often?  i.e. weekly, bi-weekly, semi-monthly, or monthly? 
3. Income Amount

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 the analysis shows a huge interest savings and years to pay off reduction with $50 or less monthly discretionary income. 

We will not know until we do your analysis though
STEP 1
Gather Your Financial Documents
STEP 2
Fill Out The Online Form
STEP 3
Get Your Results
WORKSHEET
Please fill out the worksheet - Enter letters and numbers only [$ or % or , SYMBOLS].
First Name
Last Name
Phone Number
Email Address
DEBT
Please select the loan type below 
Current Balance
Interest Rate
Monthly Payment
Escrow Amount
Monthly Payment: Please enter your total minimum monthly payment (including any insurance and escrows). Do not include any extra principal you pay each month.
  
Escrow Amount: Please enter the portion of your monthly payment (not yearly) that goes toward your escrow account. If you don't have an escrow account or you pay property taxes and insurance separately, just enter 0
OPTIONAL: Add an additional debt
Current Balance
Interest Rate
Monthly Payment
Escrow Amount
INCOME
Please select the income type below 
Income Frequency
Amount
OPTIONAL: Add an additional income stream
Please select the income type below 
Income Frequency
Amount
EXPENSES
Discretionary Income Amount
Enter the average amount of your monthly income that is left over after paying all of your bills, including entertaining, eating out, etc.
BANKS
Account Type
Amount
Account Type
Amount
Enter the current balance in your checking and savings account.
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