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Name: Joan Stewart - Yang Profession: Loan Officer Date:
Name: Enrique Yang Profession: School Teacher
Mail Address: Home Phone: Email 1: JSYang@gmail.com
City, State, ZIP: Cell Phone: Email 2: Checking
Own / Rent Own Fax:
Income Statement Savings
Income Auditor Money Market
Description Cash Flow Pay Frequency (Circle One for Each) Stocks/Mutual
Salary Loan Officer $ 4,500 Weekly / Bi-Weekly / Monthly / Average Bi-Weekly
School Teacher $ 4,000 Weekly / Bi-Weekly / Monthly / Average Monthly
MLM/Homebased $ 200 Weekly / Bi-Weekly / Monthly / Average Average
Real Estate Agent $ 210 Weekly / Bi-Weekly / Monthly / Average Average
Int/Dividends $ 105 Other: List Se
Inc From Investment Private Money Loans $ 240 Real Estate / V
Real Estate Rentals $ 875 How much of your real estate and/or $ 1,925 Car
Homes $ 350 Business income is passive? $ 675 Car
Commercial $ 700 $ 2,600 Home (20% Do
Businesses Restaurant $ 250 Duplex (5% Do
Software $ 425 Total Monthly Income $ 11,855 Triplex (5% dow
Expenses Apartment - 5 u
Taxes $ 3,800 Single Family (
Home Mortgage $ 1,962 Single Family (
School Loan Payment $ 705 Mini-Mall (30%
Car Payment $ 597 Business
Credit Card Payments $ 1,031 Private Money
Retail Payment $ 165 MLM / Hombas
Living Expenses $ 2,620 Software
Child Expenses $ 150 Internet Based
Bank Loan Payment $ 584 Restaurant
$ 5,807 Total Expenses $ 11,614 Real Assets
Monthly $ 153,075
o (Monthly Expenses / Monthly Income) 98.0% $ 121 Cash Flow $241 Asset/Debt
850bfe17-e098-4e4c-9a33-4e862cc6eec0.xls Form To Use Page 1 of 6
Balance Sheet
Assets Liabilities
Interest Rate Total Balance Description Original Term Interest Rate # of Pmts Total Owed
0.00% $ 350 1st 7.00% 301 $ 139,300
Home
0.00% $ 250 2nd 7.50% 99 $ 18,700
Mortgage
1.25% $ 1,200 HELOC 4.50% open $ 73,750
2.10% $ 2,200 School LoansJoan 8.00% 43 $ 13,750
# of Shares Cost/Share Total Value Enrique 4.50% 77 $ 21,970
401k $ 78,000 Car Loans Enrique 2.99% 17 $ 9,360
503b $ 53,000 $ -
Roth $ 12,000 Credit Cards $ 15,000 18.99% open $ 11,600
529 $ 2,300 $ 9,500 7.99% open $ 8,400
r: List Separately $ 187,800 $ 25,000 12.99% open $ 21,200
Estate / Vehicles Equity/Down Value/Cost $ 16,000 9.99% open $ 12,400
Checking $ 1,750 $ 17,000 $ 5,000 13.99% open $ 5,000
$ - $ - Retail Debt 21.99% open $ 2,500
e (20% Down, $185k Orig value) $ 37,000 $ 185,000 17.99% open $ 1,275
ex (5% Down, $29k orig value) $ 1,450 $ 22,500 Bank / Joan 15.00% 8 $ 7,300
ex (5% down, $39k Orig Value) $ 1,950 $ 33,000 Personal Enrique 12.00% 23 $ 5,880
Loans
tment - 5 units (2.5%, $87k) $ 2,175 $ 127,000 Duplex 8.50% 321 $ 26,800
e Family (10%, $145k) $ 14,500 $ 112,000 Tri-Plex 7.75% 321 $ 35,900
e Family (10%, $120k) $ 12,000 $ 140,000 Apartment 10.00% 118 $ 83,900
REI
Mall (30%, $245k) $ 73,500 $ 267,000 Single Family 1 6.25% 216 $ 123,200
Mortgages
Equity/Inventory Value/Cost Single Family 2 5.50% 216 $ 101,400
te Money Loans (15%, 10 Years) $ 15,000 $ 29,000 Mini-Mall 10.00% 102 $ 163,800
/ Hombased $ 500 $ - $ -
ware $ 18,000 $ 180,000 MLM / Homebased $ -
net Based Business $ - $ 25,000 Liability Software $ -
aurant $ 10,000 $ 100,000 (Business Internet $ -
Asset/Debt $ 509,925 $ 1,574,600 Loans) Restaurant 10.00% 105 $ 128,300
15.1% Net Worth $558,915 $ -
50.2% 155.0% Income/Debt 14% Total Liabilities $ 1,862.00 $1,015,685
850bfe17-e098-4e4c-9a33-4e862cc6eec0.xls Form To Use Page 2 of 6
Name: Joan Stewart - Yang Profession: Loan Officer Date:
Name: Enrique Yang Profession: School Teacher
Mail Address: Home Phone: Email 1: JSYang@gmail.com
City, State, ZIP: Cell Phone: Email 2: Checking
Own / Rent Own Fax:
Income Statement Savings
Income Auditor Money Market
Description Cash Flow Pay Frequency (Circle One for Each) Stocks/Mutual
Salary Loan Officer $ 4,500 Weekly / Bi-Weekly / Monthly / Average Bi-Weekly
School Teacher $ 4,000 Weekly / Bi-Weekly / Monthly / Average Monthly
MLM/Homebased $ 200 Weekly / Bi-Weekly / Monthly / Average Average
Real Estate Agent $ 210 Weekly / Bi-Weekly / Monthly / Average Average
Int/Dividends $ 105 Other: List Se
Inc From Investment Private Money Loans $ 240 Real Estate / V
Real Estate Rentals $ 875 How much of your real estate and/or $ 1,925 Car
Homes $ 350 Business income is passive? $ 675 Car
Commercial $ 700 $ 2,600 Home (20% Do
Businesses Restaurant $ 250 Duplex (5% Do
Software $ 425 Total Monthly Income $ 11,855 Triplex (5% dow
Expenses Apartment - 5 u
Taxes $ 3,800 Income Factor 1 Single Family (
Home Mortgage $ 1,962 Expenses Factor 1 Single Family (
School Loan Payment $ 705 Assets Factor 1 Mini-Mall (30%
Car Payment $ 597 Liabilities Factor 1 Business
Credit Card Payments $ 1,031 Private Money
Retail Payment $ 165 All Category Factor MLM / Hombas
Living Expenses $ 2,620 Software
Child Expenses $ 150 Internet Based
Bank Loan Payment $ 584 Restaurant
$ 5,807 Total Expenses $ 11,614 Real Assets
Monthly $ 153,075
o (Monthly Expenses / Monthly Income) 98.0% $ 121 Cash Flow $241 Asset/Debt
850bfe17-e098-4e4c-9a33-4e862cc6eec0.xls Data Entry Form Page 3 of 6
Balance Sheet
Assets Liabilities
Interest Rate Total Balance Description Original Term Interest Rate # of Pmts Total Owed
0.00% $ 350 1st 7.00% 301 $ 139,300
Home
0.00% $ 250 2nd 7.50% 99 $ 18,700
Mortgage
1.25% $ 1,200 HELOC 4.50% open $ 73,750
2.10% $ 2,200 School LoansJoan 8.00% 43 $ 13,750
ks/Mutuals/CDs # of Shares Cost/Share Total Value Enrique 4.50% 77 $ 21,970
401k $ 78,000 Car Loans Enrique 2.99% 17 $ 9,360
503b $ 53,000
Roth $ 12,000 Credit Cards $ 15,000 18.99% open $ 11,600
529 $ 2,300 $ 9,500 7.99% open $ 8,400
r: List Separately $ 187,800 $ 25,000 12.99% open $ 21,200
Estate / Vehicles Equity/Down Value/Cost $ 16,000 9.99% open $ 12,400
Enrique $ 1,750 $ 17,000 $ 5,000 13.99% open $ 5,000
Retail Debt 21.99% open $ 2,500
e (20% Down, $185k Orig value) $ 37,000 $ 185,000 17.99% open $ 1,275
ex (5% Down, $29k orig value) $ 1,450 $ 22,500 Bank / Joan 15.00% 8 $ 7,300
ex (5% down, $39k Orig Value) $ 1,950 $ 33,000 Personal Enrique 12.00% 23 $ 5,880
Loans
tment - 5 units (2.5%, $87k) $ 2,175 $ 127,000 Duplex 8.50% 321 $ 26,800
e Family (10%, $145k) $ 14,500 $ 112,000 Tri-Plex 7.75% 321 $ 35,900
e Family (10%, $120k) $ 12,000 $ 140,000 Apartment 10.00% 118 $ 83,900
REI
Mall (30%, $245k) $ 73,500 $ 267,000 Single Family 1 6.25% 216 $ 123,200
Mortgages
Equity/Inventory Value/Cost Single Family 2 5.50% 216 $ 101,400
te Money Loans (15%, 10 Years) $ 15,000 $ 29,000 Mini-Mall 10.00% 102 $ 163,800
/ Hombased $ 500 $ -
ware $ 18,000 $ 180,000 MLM / Homebased
net Based Business $ - $ 25,000 Liability Software
aurant $ 10,000 $ 100,000 (Business Internet
Asset/Debt $ 509,925 $ 1,574,600 Loans) Restaurant 10.00% 105 $ 128,300
15.1% Net Worth $558,915
50.2% 155.0% Income/Debt 14% Total Liabilities $ 1,862.00 $1,015,685
850bfe17-e098-4e4c-9a33-4e862cc6eec0.xls Data Entry Form Page 4 of 6
Living Expenses
Living Expenses
Wealth Account $100 Other ideas
Giving Account $100 Internet
Savings Account $100
Auto Gas $115
Auto Ins $50
Auto Registration $60
Auto Service $20
Cell Phone $135
Electric $100
Heat $100
Phone $50
Water $50
Dining $135
Food $400
Life Insurance $75
Medical / Health $75
Clothes $105
Entertainment $75
Vacation/Travel $125
Lawn $50
Private School $275
Home Repair / Emergency $50
Home Misc $50
Books / Personal Education $50
Gifts Given $125
Personal/Misc $50
$2,620
Childcare
Babysitting 150
Other Child
150
850bfe17-e098-4e4c-9a33-4e862cc6eec0.xls
Living Expenses
Other "Assets":
Boat 2500
Clothes 4000
ATV 5000
TV 2100
Game Consoles 1500
Riding Lawn Mower 1500
Harley 35000
Golf Clubs 1700
Jewelry 17000
Tools 12000
Art 25000
Antiques 35000
Collectables 18000
Furniture 14000
Appliances 3000
Computer 3000
Laptop 1500
Misc 6000
Total $187,800
850bfe17-e098-4e4c-9a33-4e862cc6eec0.xls
