FINANCIAL PLANNING Workbook

Your

FINANCIAL

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Please note that you can conveniently type text and numbers into these documents and save your work. However, these documents will not automatically calculate your financial data.



Debt List

CREDITOR

Describe What Was Purchased

Monthly Payments

Balance Due

Scheduled Pay-Off Date

Interest Rate

Payments Past Due

TOTALS AUTO LOANS

Monthly Payments

Balance Due

Scheduled Pay-Off Date

Interest Rate

Payments Past Due

TOTALS HOME MORTGAGES

Monthly Payments

Balance Due

Scheduled Pay-Off Date

Interest Rate

Payments Past Due

TOTALS BUSINESS / INVESTMENT DEBT

Monthly Payments

Balance Due

Scheduled Pay-Off Date

Interest Rate

Payments Past Due

TOTALS

Snowball Strategy

TO WHOM OWED

CONTACT INFORMATION

PAYMENTS MONTHLY

PAY OFF

LEFT

PAYMENT

DUE

%

DATE INTEREST

Debt Repayment Schedule

CREDITOR: WHAT WAS PURCHASED: AMOUNT OWED:

DATE: INTEREST RATE:

Date

Amount

Payments Remaining Balance Due

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