Equipoise Wealth
Client Spouse/Mate Total Income Salary/Wage $ $ $ Bonus, Overtime, Commissions $ $ $ Pension $ $ $ Disability $ $ $ Social Security $ $ $ Investment Income $ $ $ Total Income $ $ $ Expenses-Fixed Mortgage/Rent $ $ $ Utilities, Telephone, Cable $ $ $ Food (dining in and out) $ $ $ Clothing $ $ $ Auto (Insurance, gas, maintenance, tags ... ................
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