The Financial Scorecard

Client Name *

Client DOB *

Spouse Name

Spouse DOB

Statements are needed to complete the information below to confirm principal balance, interest rate, promotional rate, minimum payment and actual payments.

Mortgages

Primary Residence *

Balance
Interest Rate
Principal & Interest Payment
Monthly Overpayment

Additional Property *

Balance
Interest Rate
Principal & Interest Payment
Monthly Overpayment

Mortgage Overpayments Redirected

Total Mortgage Overpayments Redirected

Consumer Debt

List all credit cards, personal loans, auto loans, home improvement loans and student loans.

Name
Balance
Interest Rate
Minimum Payment
Actual Payment

Name
Balance
Interest Rate
Minimum Payment
Actual Payment

Name
Balance
Interest Rate
Minimum Payment
Actual Payment

Name
Balance
Interest Rate
Minimum Payment
Actual Payment

Consumer Debt Overpayments Redirected

Total Consumer Debt Overpayments Redirected

Investments

List all accounts that could help accelerate debt payoff and wealth building. (Roth IRA, Traditional IRA, 401k, 457, 403b, Savings)

Name
Type
Account Value
Monthly Contribution

Name
Type
Account Value
Monthly Contribution

Name
Type
Account Value
Monthly Contribution

Name
Type
Account Value
Monthly Contribution

Total Investment

Total Investment Monthly Overpayments Redirected
Total Investment Lump Sum Redirected

Income

List all current and future income sources.

Name
Type
Monthly Income

Name
Type
Monthly Income

Name
Type
Monthly Income

Name
Type
Monthly Income

Income Amount Redirected

Total Income Amount Redirected

Insurance

List all insurance policies.

Compay
Type
Rating
Monthly Premium
Death Benefit
Cash Value

Compay
Type
Rating
Monthly Premium
Death Benefit
Cash Value

Compay
Type
Rating
Monthly Premium
Death Benefit
Cash Value

Total Insurance

Total Insurance Monthly Premium Redirected
Total Insurance Lump Sum Redirected

Total Inefficient Funds to be Redirected

Mortgage

Monthly Redirecting
Lump Sum Redirecting

Consumers Debt

Monthly Redirecting
Lump Sum Redirecting

Investment

Monthly Redirecting
Lump Sum Redirecting

Income Sources

Monthly Redirecting
Lump Sum Redirecting

Insurance Policies

Monthly Redirecting
Lump Sum Redirecting

________________________________________________________

Total Inefficient Funds

Monthly Redirecting
Lump Sum Redirecting