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Please provide the following information:

  • Income: Monthly or annual income details

  • Income Sources: Breakdown of different income sources

  • Savings: Current savings amount

  • Savings Goal: Target amount you wish to save

  • Expenses: Monthly breakdown of your expenses (fixed and variable)

  • Debt: Current debt amounts and types

  • Monthly Contributions: Planned monthly contributions to savings or investments

  • Financial Challenges: Any specific challenges or concerns

  • Investment Information: Current investment holdings or interests (if applicable)

  • Bank Accounts: Do you have a checking and/or savings account? If so, please provide the account types and their APY%.

  • Preferred Budgeting Method: Any methods or tools you currently use or wish to explore

  • Additional Notes: Any other relevant financial information or specific requests

Feel free to include any other details that may help us tailor your customized budgeting spreadsheet!

#AFUTUREBEYONDYOU

#AFUTUREBEYONDYOU