Your
Confidential
Financial Organizer Budget
This
budget worksheet will help you understand what resources you have
available to meet your monthly expenses. Fill in the areas relevant
to you and we will create a final budget that reflects your current
information. If you have questions, please call Ellenbecker
Investment Group, Inc. at (262) 691-3200.
Person
1 Person
2
Gross
Monthly Income
Wages,
Salary, Commissions & Bonuses $_______________________
$_______________________
Other
Sources
(Pensions,
Social Security, Alimony/
$_______________________ $_______________________
Maintenance, Child Support,
Rental Income,
Etc.) Total
Monthly Income:
$_______________________ $_______________________
Total
Annual Income (A)
(Monthly Total x 12)
$_______________________ $_______________________
Monthly
Out-of-Pocket Expenses Mortgage/Rent
Payments $_______________________
$_______________________
Property
Tax (if not part of mortgage)
$_______________________ $_______________________
Medical/Dental
$_______________________ $_______________________
Tuition
and Child/Life Care
$_______________________ $_______________________
Insurance
Premiums
Medical,
Dental, Vision $_______________________
$_______________________
Life,
Disability, Long Term Care
$_______________________ $_______________________
Homeowners/Renters,
Umbrella,
$_______________________ $_______________________
Auto
Investments
and Savings
401(k),
Roth, IRAs, Other
$_______________________ $_______________________
Education
Savings
$_______________________ $_______________________
Monthly
Household Expenses
Housing
Fee: Mortgage/Rent
$_______________________ $_______________________
Telephone,
Cell Phone
$_______________________ $_______________________
Cable
& Internet
$_______________________ $_______________________
Gas
& Electric
$_______________________ $_______________________
Water
& Sewer
$_______________________ $_______________________
Transportation
(Car Payments,
$_______________________ $_______________________
&
Repairs, Commuting) Gasoline
$_______________________ $_______________________
Services:
House Cleaning, Landscaping, $_______________________
$_______________________
Snow
Plowing, Trash Removal Groceries
$_______________________ $_______________________
Dining
Out
$_______________________ $_______________________
Clothing,
Dry Cleaning $_______________________
$_______________________
Personal
Care, Nails & Haircuts
$_______________________ $_______________________
Personal
Gifts
$_______________________ $_______________________
Charitable
Gifts $_______________________
$_______________________
Entertainment,
Movies
$_______________________ $_______________________
Vacations
$_______________________
$_______________________
Pet
supplies and Services $_______________________
$_______________________
Subscriptions:
magazine, newspaper $_______________________
$_______________________
Monthly
Credit Card Payments
Credit
Card #1 $_______________________
$_______________________
Credit
Card #2 $_______________________
$_______________________
Credit
Card #3 $_______________________
$_______________________
Credit
Card #4
$_______________________ $_______________________
Other
Monthly Expenses
Other
$_______________________
$_______________________
Other
$_______________________
$_______________________
Other
$_______________________
$_______________________
Other
$_______________________
$_______________________ Total
Monthly Expenses: $_______________________
$_______________________
Total
Annual Expenses (B)
(Monthly Total x 12)
$_______________________ $_______________________
Total
Annual Income (A)
$_______________________ $_______________________ Federal
Taxes (-) $_______________________
$_______________________
State
Taxes (-) $_______________________
$_______________________
Medicare
Tax (-) $_______________________
$_______________________
Social
Security Tax (-) $_______________________
$_______________________
Income
After Taxes (C) (=) $_______________________
$ ______________________
Total
Annual Expenses (B) (-)
$_______________________ $_______________________
Total
Dollars Available (=) (A-C) $_______________________
$_______________________
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