Finances on Auto Pilot

“Don’t let the important information you learned in the book slip away, take these two action steps now to get started”

You will see for the very first time your entire financial picture of where you are now and where you can be “reaching your intended economic destiny.”

Remember: The analysis is free, confidential, and we will contact you with your results and will show you your customized plan.

Financial Analysis Form

No bank accounts, credit cards, or social security, numbers are needed.

There will be no credit checks.

Your Name*

Your Email*

Phone*

How were you referred to this website?*

1st Mortgage (found on your mortgage statement)
Mortgage Balance:

Interest Rate:

Payment:

Loan Term:

Original Loan Amount

How long have you had this loan?

Years  
Months  

Does the monthly payment include Tax and Insurance?
 Yes No

If YES:
How much of that monthly payment is taxes and insurance?

If NO:
How much are your Yearly Property Taxes?
Yearly Insurance premium?

What is the current value of your home?
(Does not need to be exact but if you had to guess?)

Second Mortgage
Mortgage Balance:

Interest Rate:

Payment:

Loan Term:

How long have you had this loan?

Years
Months

Do you have a Home Equity Line of Credit or a Fixed 2nd Mortgage?
 Yes No

Amount Owed on HELOC 2nd?
Limit you can borrow up to on that HELOC?

INCOMES (from each person)

Net Monthly Income #1*
Net Monthly Income #2

How often are you paid?

Income #1
Income #2

What is your Current Monthly Discretionary income? What I mean is………

What amount of your income do you typically put into savings each month? That is the income you have left over in your bank account each month after all the bills and loan payments are paid.

Include in this total is any savings which is used to pay home owners insurance one time a year, or property taxes two times a year, or business taxes quarterly, or any temporary savings which will be dispersed periodically during the year.

My Current Monthly Discretionary Icome Is:*

CREDIT CARDS (use additional space at the bottom for more)

Card #1  
Current Balance
Rate
Credit Limit
Monthly Payment

Card #2  
Current Balance
Rate
Credit Limit
Monthly Payment

Card #3  
Current Balance
Rate
Credit Limit
Monthly Payment

Car Loan(s)

Car Loan #1  
Current Balance
Loan Term
Rate
Monthly Payment
How Long Have You Had This Loan?

Car Loan #2  
Current Balance
Loan Term
Rate
Monthly Payment
How Long Have You Had This Loan?

STUDENT LOANS

Student Loan #1  
Current Balance
Loan Term
Rate
Monthly Payment
How Long Have You Had This Loan?

Student Loan #2  
Current Balance
Loan Term
Rate
Monthly Payment
How Long Have You Had This Loan?

ANY OTHER LOANS?

Misc Loan #1  
Current Balance
Loan Term
Rate
Monthly Payment
How Long Have You Had This Loan?

Please indicate any additional loans in the space below.

What is your current average balance in your checking and savings account at this time?

How much in checking*
How much in savings*

Additional Financial Information

After you click "Submit Analysis" we will contact you within 24 hours your results!