LIFESTYLE ANALYSIS & OVERVIEW:
Current Date Expense Category (1) Payee (2) Amount Due (3) Send Date (4)
Notes: 1. Categorize as Mortgage, Rent, Credit Card, Car, etc. 2. Name those to be paid - Landlord, Visa, etc. 3. Amount you are paying. 4. Date required to avoid late fees or penalties.
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Financial Planning through Wealthy Choices® LLC ©2009 Penelope S. Tzougros, PhD, ChFC, CLU. 781 893 0909 x238
penelope@wealthychoices.com