New Client FormThis form is to give me a snapshot of your finances prior to a coaching session. PERSONAL INFO Name * First Name Last Name Age Type of Work Spouse's Name First Name Last Name Age Type of Work Are you familiar with Financial Peace University? Yes No Number of Children or Dependents Phone * (###) ### #### Email * Preferred Contact Method * Text Email Phone Call INCOME What is your monthly net take-home pay? $ Do you have irregular income? Yes No Do you have a monthly budget? Yes No Do you have an emergency fund? Yes No How much is in the fund? $ Are you currently investing for retirement? Yes No What is your balance? $ What is your monthly contribution? $ HOUSING Do you rent or own? Rent Own Are you current on your payment? Yes No What are your total monthly housing payments? $ CONSUMER DEBT Do you have any vehicle loans? Yes No Are you current on your payments? Yes No What are your total monthly vehicle payments? $ List Balances Due: Credit Cards $ Student Loans $ Taxes $ Vehicle Loan $ Other $ Thank you!