Male Lecturer

Halo

Budget

The

My Financial Plan

 

One of the most important tools to have is a budget. This not only allows you to see where your money is going, but where it should go next. 

“A goal without a plan is just a wish." Antoine de Saint Exupery 

Estimated Completion Time: 4-5 minutes

Please answer the questions as honestly as possible. It may take up to 48 hours to get results. Congratulations on taking a step towards financial freedom.

I make                               each month?

PERSONAL

How many times do you buy coffee per week?

How much do you spend on groceries each month?

How often do you eat at restaurants each month?

How many times per week do you order pizza or a service like GrubHub?

Do you have a membership to the following:

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How many people do you plan to get a Christmas gift for?

How many people do you plan to get a Birthday gift for?

How many weeks will 12 rolls of toilet paper last you?

How much does your hair cost you each month?

Do you go to a gym?

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Do you have any other of these subscriptions?

What's your going out budget? 

FAMILY TREE

Relationship Status:

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Do you have children?

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BILLS

How much do you pay each month in rent/mortgage?

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How much is your phone bill each month?

How much is your water bill each month?

How much is your electric bill each month?

Extra Credit: Dream Home

THE BUMPY ROAD

What's your highest credit card balance?

Do you have student loans?

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What about your car? 

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Each week, how many hours do you spend on: bus, Lime, Lyft, other

INSURANCE & TAX

Do you use TurboTax or another tax prep service?

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I have the following insurance(s) (select all that apply):

ENTERTAINMENT

Extra Credit: Rip The Runway

Get as close as you can! How much do you spend on clothes every year?

Do you give? (church tithes, donations, etc.)

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If someone gave you $1,000 tomorrow, what would you do with it?

How many vacations have you taken in the past 24 months?

How many vacations do you wish you had taken in the past 24 months?

FINAL THOUGHTS

Do you like where you live?

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On a scale of 1-10, how do you feel today?

On a scale of 1-10, how do you feel most days?

Thank you for completing this form. We will be in touch shortly

 

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