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					                      ARMA Financial Services, Inc.
                   FAMILY INFORMATION WORKSHEET



First Name
Last Name
Birth Date
Soc Sec #

Address
City
State, Zip
Home Phone
Cell Phone

Employer
Position
City
State, Zip
Work Phone

                                        Parent          Custodian
Childrens' Names    DOB   SSN           Mother/Father   Mother/Father




Attorney                                Phone
Address
                                                      Marital Asset Inventory



              Asset                     Date       Value           Wife       Husband

Retirement Assets
                                                                              $        -
                                                                              $        -
                                                                              $        -
                                                                              $        -
                                                                              $        -

                      Sub-Total                $        -     $           -   $        -

Liquid Assets
                                                                              $        -
                                                                              $        -
                                                                              $        -
                                                                              $        -
                                                                              $        -
                                                                              $        -
                                                                              $        -
                                                                              $        -
                      Sub-Total                $        -     $           -   $        -

Cash Value Life Insurance
                                                                              $        -
                                                                              $        -
                                                                              $        -
                                                                              $        -
                      Sub-Total                $        -     $           -   $        -

Real Estate
                                                                              $        -
                                                                              $        -
                                                                              $        -
                                                                              $        -
                                                                              $        -
                                                                              $        -
                      Sub-Total                $        -     $           -   $        -

Personal Property
                                                                              $        -
                                                                              $        -
                                                                              $        -
                                                                              $        -
                                                                              $        -
                                                                              $        -
                      Sub-Total                $        -     $           -   $        -

Business Interests
                                                                              $        -
                                                                              $        -
                                                                              $        -
                                                                              $        -
                                                                              $        -
                                                                              $        -
                      Sub-Total                $        -     $           -   $        -




                                  Sub-Total    $        -     $        -      $        -


                                  Percentage       #DIV/0!        #DIV/0!         #DIV/0!

                      Equalizer                               $           -   $        -




                                                                                            6/6/2011
                                         PROJECTED EXPENSES

Date Prepared:                                           Client:                              Spouse:

                                               Monthly          Annual            Monthly            Annual
                                              Expenses         Expenses          Expenses           Expenses
Home Expenses
  Rent/Mortgage                                            $           -                        $               -
  Homeowners/Association Fee                               $           -                        $               -
  Property Taxes                                           $           -                        $               -
  Telephone                                                $           -                        $               -
  Cellphone/pager                                          $           -                        $               -
  Internet                                                 $           -                        $               -
  Security System                                          $           -                        $               -
  Cable/Satellite                                          $           -                        $               -
  Electricity                                              $           -                        $               -
  Gas/Fuel Oil/Propane/Wood                                $           -                        $               -
  Water/Garbage/Sewer/Trash                                $           -                        $               -
  Landscape Maintenance/lawn                               $           -                        $               -
  Snow Removal                                             $           -                        $               -
  Exterminator                                             $           -                        $               -
  Gen'l Home Repairs/Maintenance                           $           -                        $               -
  Home Improvements/Upgrades                               $           -                        $               -
  Housecleaning                                            $           -                        $               -
  Miscellaneous Household/pool                             $           -                        $               -
Total Home Expenses                           $    -       $           -         $        -     $               -

Food
  Groceries                                                $           -                        $               -
  Dining Out                                               $           -                        $               -
Total Food Expenses                           $    -       $           -         $        -     $               -

Entertainment/Recreation
  Entertainment (Excludes Dining Out)                      $           -                        $               -
  Videos/CDs/DVDs                                          $           -                        $               -
  Movies and Theater                                       $           -                        $               -
  Hobbies                                                  $           -                        $               -
  Classes/Lessons                                          $           -                        $               -
  Vacations/Travel                                         $           -                        $               -
  Memberships/Clubs                                        $           -                        $               -
Total Entertainment/Recreation Expenses       $    -       $           -         $        -     $               -

Medical (After Insurance-Excludes Children)
  Physicians                                               $           -                        $               -
  Dental/Orthodontist                                      $           -                        $               -
  Optometry/Glasses/Contacts                               $           -                        $               -
  Prescriptions                                            $           -                        $               -
  Therapy                                                  $           -                        $               -
Total Medical Expenses                        $    -       $           -         $        -     $               -

Insurance
   Life Insurance                                          $           -                        $               -
   Health (PostDivorce)                                    $           -                        $               -
   Disabilty                                               $           -                        $               -
   Long Term Care                                          $           -                        $               -
   Home Insurance                                          $           -                        $               -
   Auto Insurance                                          $           -                        $               -
   Other Insurance (Boat, Umbrella,..)                     $           -                        $               -
Total Insurance Expenses                      $    -       $           -         $        -     $               -

                                                   3               08b9486f-f729-46ba-8d4f-1fe2b1661b6a.xls Budget
                                                    PROJECTED EXPENSES

Date Prepared:                                                         Client:                              Spouse:

Transporation
  Auto Payment                                                           $            -                       $               -
  Fuel                                                                   $            -                       $               -
  Repair/Maintenance                                                     $            -                       $               -
  License                                                                $            -                       $               -
Total Transportation Expenses                            $        -      $            -        $        -     $               -

Clothing Expenses
  Clothing-Self                                                          $            -                       $               -
  Laundry/Dry Cleaning                                                   $            -                       $               -
Total Clothing Expenses                                  $        -      $            -        $        -     $               -

Miscellaneous
  Postage                                                                $            -                       $               -
  Gifts/Holiday Expenses                                                 $            -                       $               -
  Vitamins/Non-Prescription Drugs                                        $            -                       $               -
  Toiletries                                                             $            -                       $               -
  Beauty Salon/Hair/Nails                                                $            -                       $               -
  Pet Care/Vet                                                           $            -                       $               -
  Books/Newspapers/Magazines                                             $            -                       $               -
  Donations                                                              $            -                       $               -
  Education-Self (Non-Reimbursed)                                        $            -                       $               -
  Cash                                                                   $            -                       $               -
  Miscellaneous                                                          $            -                       $               -
Total Miscellaneous Expenses                             $        -      $            -        $        -     $               -

Other Payments
  Quarterly Taxes & Additional Tax Payments                              $            -                       $               -
  Alimony/Maintenance Payments                                           $            -                       $               -
  Child Support Payments                                                 $            -                       $               -
  Eldercare Expenses                                                     $            -                       $               -
  Professional Fees (Financial Planning, Acc't, Legal)                   $            -                       $               -
  Service Fees (Banks, Investment Accts, …)                              $            -                       $               -
Total Other Payments Expenses                            $        -      $            -        $        -     $               -

Total Monthly Expenses (Excluding Children)              $        -      $            -        $        -     $               -

                                                             Monthly         Annual             Monthly             Annual

Child Related Expenses
  Education/Tuition                                                      $            -                       $               -
  Babysitting                                                            $            -                       $               -
  Daycare                                                                $            -                       $               -
  Sports/Camps/Lessons                                                   $            -                       $               -
  Hobbies                                                                $            -                       $               -
  Toys/Games                                                             $            -                       $               -
  Clothing                                                               $            -                       $               -
  Medical (Not Covered by Insurance)                                     $            -                       $               -
   Dental/Orthodontics (Not Covered by Insurance)                        $            -                       $               -
   Optometry/Glasses/Contacts (Not Covered by Insur)                     $            -                       $               -
  Prescriptions (Not Covered by Insurance)                               $            -                       $               -
  Allowances                                                             $            -                       $               -
  Miscellaneous                                                          $            -                       $               -
Total Child Related Expenses                             $        -      $            -        $        -     $               -

Total Monthly Expenses                                   $        -      $            -        $        -     $               -

                                                                 4               08b9486f-f729-46ba-8d4f-1fe2b1661b6a.xls Budget
                                                                                                                                              First
                                                                                    Homeowners/                                               Alert         Media
                                          Homeowners                Property          Jewelry   GTE/Verizon                   Verizon        Security     One Cable/
                          Mortgage           Fee                      Tax            Insurance   Telephone                   Cellphone       System      RoadRunner*
         Jan-01
         Feb-01
         Mar-01
         Apr-01
         May-01
         Jun-01
          Jul-01
         Aug-01
         Sep-01
         Oct-01
         Nov-01
         Dec-01
         Jan-02
         Feb-02
         Mar-02
         Apr-02                            $            -

TOTAL                 $            -       $            -       $            -       $            -       $              -   $     -     $         -     $         -

Ave/Month             $            -       $            -       $            -       $            -       $              -   $     -     $         -     $         -

Projected
Monthly               $    1,304.00        $         10.00      $       413.00       $         66.00                         $   52.00   $       22.00   $   106.00

* Plan to add Roadrunner service in January 2001, there will be a $30/month additional cost, total estimated at $106..




                                                                                                      5                                                       6/6/2011 8:50 PM
                                            Michigan                                       Grass                                        Landscape
                        Detroit             Consol'd                       Water &        Cutting/         Orkin            Tree          Mtnc./
                        Edison                Gas            AOL           Sewer*        Fertilizing    Exterminator        Mtnc.        Upgrades
        Jan-01
        Feb-01
        Mar-01
        Apr-01
        May-01
        Jun-01
         Jul-01
        Aug-01
        Sep-01
        Oct-01
        Nov-01
        Dec-01
        Jan-02
        Feb-02
        Mar-02
        Apr-02

TOTAL               $            -      $           -   $          -   $         -       $         -    $        -      $           -   $          -

Ave/Month           $            -      $           -   $          -   $         -       $         -    $        -      $           -   $          -

Projected
Monthly             $       141.00                                     $       21.00     $      83.00   $      23.00    $     17.00     $    146.00

* Water and Sewer Rates to increase 9.5% in 2001.




                   General Home
                    Repair/Mtnc                             Grocery                          Doctor/    Health/Dental
                     Windows/               Lunches          Store     Restaurant            Dentist     Insurance          Auto            Auto
                                                                                     6                                                       6/6/2011 8:50 PM
                         Carpets*              (School)        Items            Meals        Prescription (PostDivorce) Payment**         Fuel/License
         Jan-01
         Feb-01
         Mar-01
         Apr-01
         May-01
         Jun-01
          Jul-01
         Aug-01
         Sep-01
         Oct-01
         Nov-01
         Dec-01
         Jan-02
         Feb-02
         Mar-02
         Apr-02

TOTAL                $            -        $         -    $            -   $         -        $       -      $         -     $      -     $         -

Ave/Month            $            -        $         -    $            -   $         -        $       -      $         -     $      -     $         -

Projected
Monthly              $       487.00                       $      400.00    $      250.00                     $      200.00   $   500.00   $    125.00


** Auto Payment Projected to Start 6/01.




                                                                                             Entertainment
                        Auto                                                   Laundry/         Movies/                        Local
                     Repair/Mtnc/             Auto                                Dry        Plays/Videos/       Hobbies/     Trips &  Memberships/
                      Car Wash             Insurance          Clothing         Cleaning        CDs/etc.           Crafts     Vacations   Clubs*
          Jan-01
                                                                                         7                                                     6/6/2011 8:50 PM
        Feb-01
        Mar-01
        Apr-01
        May-01
        Jun-01
         Jul-01
        Aug-01
        Sep-01
        Oct-01
        Nov-01
        Dec-01
        Jan-02
        Feb-02
        Mar-02
        Apr-02

TOTAL               $            -      $            -      $           -       $           -       $          -   $       -     $      -     $        -

Ave/Month           $            -      $            -      $           -       $           -       $          -   $       -     $      -     $        -

Projected
Monthly             $       100.00      $        50.00      $      300.00       $        50.00      $    120.00    $     25.00   $   600.00   $   257.00

* See Report 6 for Details.
*** December 2000 expenses are actuals or estimates based on expenses incurred through 12/15/00.




                                                             Drug Store            Hair/                           Subscriptions             Household
                        Postage                                Items/          Electrolysis/                          Books/                 Expenses
                        & Office           Gifts/             Personal           Personal               Pet        Newspapers/            (Linens,Kitchen
                        Supplies          Holidays*             Items             Items                 Care        Magazines    Donations & BR Items)
         Jan-01
         Feb-01
         Mar-01
         Apr-01
                                                                                                8                                                 6/6/2011 8:50 PM
     May-01
     Jun-01
      Jul-01
     Aug-01
     Sep-01
     Oct-01
     Nov-01
     Dec-01
     Jan-02
     Feb-02
     Mar-02
     Apr-02

TOTAL          $       -     $      -     $        -   $       -        $        -        $          -     $       -     $         -

Ave/Month      $       -     $      -     $        -   $       -        $        -        $          -     $       -     $         -

Projected
Monthly                      $   300.00                $    100.00                        $     36.00      $    100.00   $      50.00




                Banking/                                                    Aaron                              Kim        Quarterly
               Accounting/                                             College Tuition/                  College Tuition/Fed'l & State
               Service/FP    Household        Cash/        Aaron          Housing/            Kim           Housing/     Taxes & Tax
               Legal Fees*   Upgrades         Misc**       Misc           Books***            Misc          Books***      Payments
     Jan-01
     Feb-01
     Mar-01
     Apr-01
     May-01
     Jun-01
                                                                   9                                                          6/6/2011 8:50 PM
      Jul-01
     Aug-01
     Sep-01
     Oct-01
     Nov-01
     Dec-01
     Jan-02
     Feb-02
     Mar-02
     Apr-02

TOTAL          $      -     $      -     $   -   $   -    $      -     $      -     $      -     $        -

Ave/Month      $      -     $      -     $   -   $   -    $      -     $      -     $      -     $        -

Projected
Monthly        $   282.00   $   200.00                    $   416.67   $   350.00   $   416.67




                                                     10                                              6/6/2011 8:50 PM

				
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