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Budget Video Submission
Name
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Email Address
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Age
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Where do you Live? (City, State)
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What are your biggest financial goals (Within 5 years)
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Do you have any money in savings right now?
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Do you have any money invested?
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What is your Job Title?
What is your Annual Income?
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Are you currently contributing to your 401k?
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Does your employer match any 401k contributions?
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How frequent are your paychecks?
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What is the expected (average) amount of each paycheck? (After taxes, 401k, etc.)
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Do you have a partner/spouse's income that you want to include?
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Do you rent or own your house/apartment?
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How much do you pay in utilities each month?
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How much is your Phone Bill each month?
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How much is your car insurance each month?
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How much do you spend on gas/transportation each month?
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How much do you spend in subscriptions each month?
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How much do you spend on groceries each month?
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How much do you think you spend on dining out each month? (Fast food included)
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Do you think you could spend less on dining out?
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How much do you spend on yourself each month (Personal spending money, fun money)
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Do you think you could spend less on personal spending?
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Enter other misc. expenses you have on a monthly basis
Misc. Expenses 1
Misc. Expenses 2
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Misc. Expenses 3
Misc. Expenses 4
Do you have a car lease/loan?
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Do you have any student loans?
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Please enter all other debts here. MUST include BALANCE, INTEREST RATE & MIN. MONTHLY PAYMENT. Without these three things, it will be hard to analyze.
What sinking funds would you like to have organized? (Emergency fund, vacation fund, etc)
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How much do you want to save each month?
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Are you currently investing outside of your 401k?
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Do you grant me permission to make an anonymous video with your numbers for Tik Tok/Instagram and/or Youtube?
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Submit