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					                           CONGRATULATIONS!
             You have just taken the first steps toward Financial Peace!

First, let me say thank you. I am thrilled to have the opportunity to work with eager
    people, like yourself, who want to be faithful to Biblical principles in the their
personal finances. This is a dream come true for me, and I look forward to meeting
                                       with you.

   Here are the forms I told you I would send for you to complete and return to me
   before we get together to begin the process. If any of the forms are confusing,
please call me to clarify. All the forms are coming as one Microsoft Excel Document
with multiple sheets. Simply click the tab at the bottom to change from one sheet to
        another. Please complete and return the following FIVE (5) sheets :

                               1. the "CONACT" sheet
                      2. the top portion of the "INCOME" sheet
                                3. the "EQUITY" sheet
                               4. the "BUDGET" sheet
                                 5. the "DEBT" sheet

  Try your best to fill them in as completely as possible. Ignore the other sheets for
     now, and we will go over them together. I understand that these forms (and
possibly reviewing your finances as a whole) are new to you, but the more complete
 these are up front the more beneficial it will be for you. You don't have to get every
last detail exact! We will walk through this process together. Some other things that
will help you in this process are paystubs, tax returns (2 years preferably), insurance
 policies, investment statements, etc. If you keep a budget, bring it with you, I would
                              love to see the format you use.

Thank you again for allowing me the opportunity to meet with you. You are already
miles ahead of most people because you have stopped to think about these things.

                                 About His Business,

                                   Kevin C. Griesser
                          True Riches Financial Counseling
                               6287 Taylorsville Road
                                 Fisherville, KY 40023
                   Office: (502) 477-6561      Cell: (502) 664-9161
m thrilled to have the opportunity to work with eager

am come true for me, and I look forward to meeting




 forms are coming as one Microsoft Excel Document
ck the tab at the bottom to change from one sheet to




s as a whole) are new to you, but the more complete
 eficial it will be for you. You don't have to get every
 rough this process together. Some other things that
paystubs, tax returns (2 years preferably), insurance
  etc. If you keep a budget, bring it with you, I would


e the opportunity to meet with you. You are already
               Please Enter Your Information
Married (Yes/No)
Primary First Name
Spouse First Name
Last Name
Address
Address 2
City
State
Zip Code
Home Phone
Primary Work Phone
Spouse Work Phone
Primary Cell Phone
Spouse Cell Phone
Primary Birthday
Spouse Birthday
Anniversary
Child 1 Full Name
Child 1 Birthday
Child 2 Full Name
Child 2 Birthday
Child 3 Full Name
Child 3 Birthday
Child 4 Full Name
Child 4 Birthday
Child 5 Full Name
Child 5 Birthday
Child 6 Full Name
Child 6 Birthday
Other
Other
Other
Other
        Please Enter Your Information
Other
                           MONTHLY INCOME SOURCES

                     Types of Income             Monthly Amount                   Irregular
 Point to red comment triangles for extra help
                              Income 1
                              Income 2
                              Income 3
                              Income 4
                            Tax Refund
                                 Other
                      Self-Employment
                                                     Only enter data above this line
                      TOTAL INCOME

            - TOTAL NECESSITIES                                               BASIC BUDGET


         = DISPOSABLE INCOME

                  - DEBT PAYMENT                                             DEBT SNOWBALL


               = EXTRA FOR DEBT
                     REDUCTION
                  and/or SAVINGS



               EMERGENCY FUND
             3X Monthly Necessities

                    LIFE INSURANCE
                    8X Annual Income




Client - 39b40afc-3f90-40db-b29d-d6d471c7a33f.xls Page 5                                      5/11/2011
                                      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


Client - 39b40afc-3f90-40db-b29d-d6d471c7a33f.xls   Page 6                        5/11/2011
                                              BASIC BUDGET
                                                            Nonmonthly   Envelope   Actual
  *Envelope System                  ITEM
                                            Monthly Total    Savings       Total    Total
  GIVING
  EMERGENCY SAVINGS
  Other Savings
  SHELTER
            First Mortgage
          Second Mortgage
            Third Mortgage
           Repairs/Upkeep
  UTILITIES
                 Electricity
                  Water
                    Gas
                  Phone
                   Trash
  Cable
  FOOD
              Groceries
              Eating Out
  Miscellaneous
  Gifts
  TRANSPORTATION
           Car Payment 1
           Car Payment 2
                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
  Other
  Other
  Other
                                 TOTALS


Client - 39b40afc-3f90-40db-b29d-d6d471c7a33f.xls     Page 7                                 5/11/2011
                                        DEBT SNOWBALL
             Net Disposable:
                                   Total      Minimum     Actual     New     Payments    Cumulative
              ITEM
                                   Payoff     Payment    Payment   Payment   Remaining   Payments




             TOTALS




Client - 39b40afc-3f90-40db-b29d-d6d471c7a33f.xls   Page 8                                   5/11/2011
                                                    DISTRIBUTED
                                                      BUDGET
                                                               INCOME 1   INCOME 2   INCOME 3   INCOME 4
        ITEM          *Envelope System       Monthly Total

  GIVING                                             #REF!
  EMERGENCY SAVINGS
  Other Savings
  SHELTER
            First Mortgage
          Second Mortgage
            Third Mortgage
           Repairs/Upkeep
  UTILITIES
                 Electricity
                  Water
                    Gas
                  Phone
                   Trash
  Cable
  FOOD
              Groceries
              Eating Out
  Miscellaneous
  Gifts
  TRANSPORTATION
           Car Payment 1
           Car Payment 2
                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
  Other
  Other
  Other
  Debt Snowball
                                 TOTALS             #REF!


Client - 39b40afc-3f90-40db-b29d-d6d471c7a33f.xls            Page 9                                        5/11/2011
                                             PRO RATA PLAN
                                    Total                           Disposable     New
               ITEM                            Total Debt Percent
                                    Payoff                            Income     Payments




              TOTALS



Client - 39b40afc-3f90-40db-b29d-d6d471c7a33f.xls     Page 10                               5/11/2011
                           Follow-Up




            Client Name:




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                           Follow-Up




            Client Name:




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                           Follow-Up




            Client Name:




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