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Financial Planning Intake Form

Financial Planning Intake Form

  • For each income, specify 1. Source 2. Amount 3. Frequency (weekly, monthly, annually, etc.) 4. Pre-tax/after-tax If you intend on any of these changing, please set beginning and end dates for each.
  • For each expense, specify 1. Amount 2. Frequency (weekly, monthly, annually, etc.) If you intend on any of these changing, please set beginning and end dates for each.
  • For each asset, specify 1. Type 2. Value 3. Rate of appreciation/depreciation
  • For each liability, specify 1. Lender 2. Monthly payment 3. Balance 4. interest rate
  • This field is for validation purposes and should be left unchanged.

Schedule an appointment or let me know how you would like to work with me:
Email: blake.pokley@captainministry.org
Cell: 248-894-8758

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