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Thank you for purchasing your Bundle! To book your Complimentary Consultation with DJ The Money Coach's Team Please:

Fill Out Your Budget Survey Below

How To Fill Out Your Budget Survey Quickly

Note: Type in the number 1 if you don’t have a budgeted amount for that category or if it does not apply

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ITEMS NEEDED FOR WRITTEN FINANCIAL PLAN

Average Monthly Utility Expenses

Electricity

Gas

Water/ Sewer

Bottled Water

Home Phone

Cell Phones

Newspaper

Garbage

Cable/Satellite

Lawn Care

Average Monthly Automobile Expenses

# of Cars

Car Payment

Balance

Interest Rate

Fuel

Oil Changes

Tires/Repairs

Local Sticker

Auto Insurance

Monthly Insurance Expenses

Homeowner/Renters Insurance

Life Insurance

Health Insurance

Dental Insurance

Vision Insurance

Misc. Insurance (boat/snowmobile)

Average Monthly Living Expenses

Food/Groceries

Eating Out

Clothing

Out of Pocket Medical

Church/Charity

School/Child Care

Child Support Payment

Pet Care

Gifts

Laundry

Average Monthly Housing Expenses

Mortgage/Rent Payment

Mortgage Balance

Mortgage Interest Rate

Property Tax

Association Dues

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