List of Financial Documents


Having this information nearby will help you or your counselor build an accurate assessment of your financial situation:

Information about Your Home:

  • Home Loan Number
  • Is your property for sale?
  • If for sale, what is the realtor's name?

Income

  • What is your gross monthly income?
  • Who is your employer?
  • How long have you worked for this employer?

Assets

Asset

Amount Owed

Value

Home

$

$

Other Real Estate

$

$

Retirement Funds

$

$

Investments

$

$

Checking

$

$

Savings

$

$

Automobile(s)

$

$

Other

$

$


Monthly Expenses

Expense

Amount
Mortgage

$
Auto Payment

$
Auto Insurance

$
Auto Fuel/Repairs

$
Credit Card Payments

$
Child Support/Alimony

$
Day Care/Tuition

$
Food

$
Utilities

$
Medical (Not covered by insurance)

$
Phone

$
Cable TV

$
Entertainment

$
Other Expenses

$


Other Information

If possible, try and gather your most recent:

  • Pay stubs
  • Benefit statements from Social Security, disability, unemployment, retirement, or public assistance
  • Tax return
  • Mortgage payment statement