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Build your personal financial summary by entering
your details in the optional steps below.
1
Protection
2
Cash Flow
3
Assets
4
Liabilities
Summary
What's Next?
If you're ready to take the next step, select the option below
to be contacted by the Financial Professional to continue
your Living Balance Sheet experience.
Submit
About You
Age:
Annual Income:
$

Spouse/Partner
Age:
Annual Income:
$

Number of Children:

Step 1. Protection
If You Die - N/A
You have $ in life insurance. Based on age and income, this is about % of what is available to you according to insurance industry guidelines.
If You Get Sick - N/A
You have $ of monthly insurance benefit if disabled.
Therefore, if disabled, your annual income will drop by $.
If You Are Sued - N/A
Currently, you have $ in excess liability coverage. Based upon the information you have provided, you may qualify for at least $ of additional excess liability protection.
Wills & Trusts - N/A

Step 2. Cash Flow
Annual Savings - N/A
For wealth building purposes, it is optimal to save at least 15% of your annual income.
You are currently saving $, which is about % of your annual income of $.

Step 3. Assets
Most Liquid Assets - N/A
Your Savings and Investment accounts (excluding your IRAs and 401k) are your most liquid assets.
Currently, you have $ in short-term capital, which is about % of your annual income of $ and % of the value of your assets.

Step 4. Liabilities
Mortgage Payment - N/A
In order to achieve overall financial balance, a person's home mortgage payment should not exceed 15% of annual gross income.
Your home mortgage payment is $ per month or $ annually, which is about % of your annual gross income of $.
Short-Term Debt - N/A
You currently pay $ a month.

What's Next?
If you're ready to take the next step, select the option below to be contacted by the
Financial Professional to continue your Living Balance Sheet experience.
The Living Balance Sheet®
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