Personal Snapshot

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Name
with Area Code
example (555 Marriott Drive) or (555 Marriott Drive, Suite 315)
example (Nashville, TN 37214)
Where do you work
This is all your debt except the house you live in’s mortgage.
On each line (debt a $10,000) This includes credit cards, student loans, car loans, any loans even with friends, hospital bills past due, collections, or any thing you owe.
How much cash do you have in all your accounts and at home or your money you have access to.
each on a separate line (Emergency fund) (Car fund) (Sinking and/or any fund accounts) (401K & what type) (IRA & what type) (HSA) (Any Investments)
If you own, what is the house worth, how much is left, and how many years (example own $450,000 with $150,000 from a 15 year mortgage 4 years left)
Do you operate with a monthly budget?
Anything you would like to add about this snapshot?