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Let's Get an Idea of Your Cash Flow
What do your inflows look like vs your outflows?
12
Questions
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HIPAA
Compliance
1
Your Name
First Name
Last Name
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2
Annual Income
Please provide your Salary for the past year.
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3
Annual Income
Please provide any Bonuses for the last year.
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4
Annual Income
Please list Annual Interest/Dividends paid to you/your spouse in. Click the + to add additional rows.
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5
Annual Income
Please list any other annual income streams in 2021 (Pension, Social Security, Rental Income, Gift, Trust, etc.)
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6
Upload all Income Statements
(Two Most Recent Paystubs, Social Security Statements, Pensions, etc.)
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7
Fixed Expenses
Please list your fixed expenses. Please be as detailed as possible.
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8
Variable Expenses
Please list your variable expenses. We know these expenses can be hard to track. Please be as detailed as possible, but perfection is not expected.
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9
Upload Your Budget
Or click NEXT if you don't have one.
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: 10.6MB
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10
Any Additional Thoughts/Questions?
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11
How was the survey?
We are constantly wanting to improve your experience, please let us know what you think!
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Not So Great
Amazingly Easy!
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12
Any thoughts on improvements?
Feel free to let us know how we can be great! Any feedback, negative or positive, is appreciated.
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