Llc Meeting Forms

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					                       INSTRUCTIONS FOR PRELIMINARY WORK
                         PLEASE ATTACH COACHING PAYMENT TO FORMS AND MAIL TO:
                                    ROCKIN' BEEBY ENTERPRISES, LLC
                                             P.O. BOX 497
                                          NORWOOD, CO 81423
                     On Forms to be filled out fill in YELLOW Shaded areas only
                         All other areas will be calculated by the computer

              RECOMMEND - Print entire workbook and fill out by hand with your spouse.
                Go to Print at popup Print menu under "print what" click "Entire Workbook"

MONTHLY INCOME SOURCES
 List all regular net income sources
 List all irregular net income sources (i.e. commissions, bonuses, etc.)
 Tax Refunds / Rents
 Self-Employment income

CONSUMER EQUITY
 List all assets
 List estimated market value as well as payoff of secured debt
 List unsecured debt

BASIC BUDGET
 Add categories when necessary
 Remember non-monthly annual lump sum totals

DEBT SNOWBALL
 List all debt smallest to largest (do not put items here that you have on the basic budget)
 List minimum payment due

CLIENT SUMMARY
 On the last page tell me a little about yourself
 Use this space to add or clarify anything in the forms

             MAIL FORMS AT LEAST 1 WEEK PRIOR TO COACHING APPOINTMENT DATE

                                             FEES:
                                      $400.00 One on One
                                    $850.00 Small Business
                            Travel Fees Apply Over 65 Miles One Way
                Rockin' Beeby Enterprises, LLC
                        COACHING PRIORITY ANALYSIS

                Identify your top 3 priorities with "1", "2" or "3"
                              for the next 6 months

1 Developing a Money Spending Plan (Budget)

2 Personal Debt Elimination

3 Establishing An Emergency / Opportunity Savings Fund

4 Estate Planning - Recommendations

5 Career Planning

6 Retirement Planning / Financial Independence Planning

7 Investment Planning

8 Business Development - Planning

9 Other Goals


  What other issues would you like to discuss during our meeting?
                 Rockin' Beeby Enterprises, LLC
                       PREPARING FOR YOUR SESSION

Things you might need to bring (see attached forms):

      Two years of tax returns (if we are discussing tax issues)

      A copy of your monthly budget or monthly expenses

      A list of all household income sources

      A complete list of all debts (including, but not limited to, credit
      cards, student loans, business debts held personally,
      mortgages, etc.)

      A list of all insurances (including, but not limited to, health, life,
      disability, car, homeowners, etc)

      A thorough list of all financial assets (including, but not limited
      to, 401k's, IRA's, CD's, etc.)

      Present market values of all real estate owned


      If you own your own business (as a sole proprietorship),
      include all relevant company documents (including company
      P/L Statements & Balance Sheets)

                      MOST IMPORTANTLY
               Bring a List of all Pertanent Questions
                  That YOU would like Answered.
                         MONTHLY INCOME SOURCES

                    Types of Income             Mo. Amount   IRREGULAR

                            Income 1
                            Income 2
                            Income 3
                 Interest/Rents/Misc
                          Tax Refund
                               Other
                    Self-Employment

                    TOTAL INCOME

           - TOTAL NECESSITIES

         = DISPOSABLE INCOME

                 - DEBT PAYMENT

              = EXTRA FOR DEBT
                    REDUCTION
                 and/or SAVINGS



              EMERGENCY FUND
            3X Monthly Necessities

                  LIFE INSURANCE
                 10X Annual Income

Fill in Yellow Shadded Areas Only
BOLD ITEMS ARE CALCULATED BY COMPUTER


Rockin' Beeby Enterprises, LLC
Coaching Forms
Client - 352d3337-892e-46bc-8df3-ad06308a2abf.xls                        4/18/2011
                                  CONSUMER EQUITY
      ITEM / DESCRIBE                           VALUE   - DEBT   = EQUITY
      Real Estate 1
      Real Estate 2
      Car 1
      Car 2
      Cash on Hand
      Checking Account 1
      Checking Account 2
      Savings Account 1
      Savings Account 2
      Money Market Account
      Mutual Funds
      Retirement Plan 1
      Retirement Plan 2
      Retirement Plan 3
      Retirement Plan 4
      Stocks or Bonds
      Insurance (Cash Value)
      Household Items
      Jewelry
      Antiques
      Unsecured Debt (Neg.)
      IRS Debt (Neg.)
      Other
      Other
      Other
      Other
      Other




                    TOTAL

      TOTALS and EQUITY ARE CALCULATED BY COMPUTER
      Fill in Yellow Shadded Areas Only




Rockin' Beeby Enterprises, LLC
Coaching Forms
Client - 352d3337-892e-46bc-8df3-ad06308a2abf.xls                           4/18/2011
                                      BASIC BUDGET
                 ITEM                  Monthly      Nonmonthly   Envelope   Actual
  *Envelope System                      Total          Total       Total    Total
  GIVING
  EMERGENCY SAVINGS
  Other
  HOUSING-First Mortgage
  Second Mortgage
  Third Mortgage
  Repairs/Upkeep
  UTILITIES-Electricity
  Water
  Gas
  Phone
  Trash
  Cable
  Groceries
  Eating Out
  MISC-Bank/Postage/Subs
  Gifts
  TRANS-Car Payment
  Car Payment
  Gas
  Repairs, Oil, Tires*
  Car Insurance/Reg & Tags
  CLOTHING*
  Personal Care/Hair
  Disability Insurance
  Health Insurance
  Life Insurance
  Child Care/Tuition
  Entertainment*
  Vacation
  Med Co-Pay/RX/Den/Opt
  Blow Money
  Other
                       TOTALS
  Fill in Yellow Shadded Areas Only
  Envelope totals are for use if you are using the envelope system
  ACTUAL TOTAL AND BOTTOM TOTALS ARE CALCULATED BY COMPUTER

Rockin' Beeby Enterprises, LLC
Coaching Forms
Client - 352d3337-892e-46bc-8df3-ad06308a2abf.xls                              4/18/2011
                                         DEBT SNOWBALL
   Fill in Yellow Shadded Areas Only        Current       Net Disposable
                                 Total      Minimum    New      Payments    Cumulative   Interest
          Debt Name             Payoff      Payment   Payment   Remaining   Payments      Rate




           TOTALS



   FILL OUT TOTAL PAYOFF AND MINIMUM PAYMENT - WE'LL WORK ON THE REST IN SESSION




Rockin' Beeby Enterprises, LLC
Coaching Forms
Client - 352d3337-892e-46bc-8df3-ad06308a2abf.xls                                          4/18/2011
                                     PRO RATA PLAN
                                      Total         Total                Disposable     New
                ITEM                  Payoff        / Debt   = Percent    X Income    = Payments




              TOTALS


                                   This Page is Calculated by Computer
Rockin' Beeby Enterprises, LLC
Coaching Forms
Client - 352d3337-892e-46bc-8df3-ad06308a2abf.xls                                        4/18/2011
                             Rockin' Beeby Enterprises, LLC
                                 Coaching Information


                   Client Name:
                 In this section: Please tell me a little about yourself and your situation.
      Things to include: Family structure; current employment; housing situation; any other items
                                       that will help me to help you.




Rockin' Beeby Enterprises, LLC
Coaching Forms
Client - 352d3337-892e-46bc-8df3-ad06308a2abf.xls                                             4/18/2011
                             Rockin' Beeby Enterprises, LLC
                                 Coaching Information




Rockin' Beeby Enterprises, LLC
Coaching Forms
Client - 352d3337-892e-46bc-8df3-ad06308a2abf.xls             4/18/2011

				
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Description: Llc Meeting Forms document sample