Financial Planning Worksheet
NET INCOME (Bottom of Page 2) SAVINGS & INVESTMENTS (Page 3) - LIVING EXPENSES (Page 3) - AMOUNT LEFT TO PAY DEBTS = TOTAL MONTHLY DEBT PMTS (Page 4) - SURPLUS OR DEFICIT = DEBT TO INCOME RATIO INDEBTEDNESS 20% TOTAL SUMMARY (Total Monthly Debt Payments รท Net Income x 100 = Debt-to-Income Ratio) ................
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