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5:00 PM
5:30 PM
6:00 PM
Bills
What type of bills do you have? Check all that apply:
Credit Cards
Medical Bills
Tax Debts
Student Loans
Total amount of bills:
Under $5,000
$5,000 - $15,000
$15,000 - $20,000
$20,000 - $30,000
$30,000 - $50,000
$50,000 - $75,000
Over $75,000
Property
Approx. home value:
1st Mortgage Balance:
2st Mortgage Balance:
Are you up to date on your mortgage payments?
Yes
No
Are there any other mortgages on this property?
Yes
No
Vehicles
Vehicle 1
Year:
Make:
Model:
Value:
Balance:
Monthly Payment:
Are your payments up-to-date?
Yes
No
Vehicle 2
Year:
Make:
Model:
Value:
Balance:
Monthly Payment:
Are your payments up-to-date?
Yes
No
Income
You
How often do you get paid?
Every Week
Every 2 Weeks
Twice a Month
Monthly
Gross Pay:
Spouse
How often do you get paid?
Every Week
Every 2 Weeks
Twice a Month
Monthly
Gross Pay:
Other Income
What other types of income do you have? Check all that apply:
Disability
Part-time Job
Social Security
Child Support
Pension
Unemployment
Rental Property
Worker's Comp
Monthly Amount:
20 Park Plaza, 4th Floor
Boston, Massachusetts 02116
phone:
800-975-5346
© copyright 2008-2010.
Joshua Spirn & Associates
20 Park Plaza, 4th Floor
,
Boston
,
MA
02116
USA
--
617-482-7600
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