Homework Worksheets

 

 

 

1.   Income Summary
http://www.his-way.net/Income-worksheet.html.
List all regular net income sources
List all irregular net income sources (I.e. commissions, bonuses, etc.)
Other income (I.e. tax refunds, rents, etc.)
Self-employment income

2.   Equity
http://www.his-way.net/Equity-worksheet.html.
List all assets
List estimated market value as well as payoff of secured debt
List unsecured debt


3.   Basic Budget
http://www.his-way.net/Budget-worksheet.html.
Add categories when necessary
Remember non-monthly annual lump sum totals
Include payments on debt listed under "Consumer Equity"


4.   Debt
http://www.his-way.net/Debt-worksheet.html.
List all debts, smallest amount to largest
List minimum payments due
Leave out debts attached to assets listed under "Equity" for which the monthly payments are included in your "Basic Budget"


Email your completed pages to steve@his-way.net or
fax them to (412) 341-8683 or call for a mailing address.

 

 

 

 

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