GOAL PLANNING & MONITORING BUDGET DATA
WORKSHEET
Recording your average monthly expenses can help you budget for the future.
CLIENT__________________________________
CO-CLIENT__________________________________
PERSONAL AND FAMILY EXPENSES
MONTHLY BUDGET AMOUNT - Cont.
MONTHLY BUDGET AMOUNT
Category
Current
Alt 1/ Retirement
Category
Current
Alt 1/ Retirement
Alimony
$
$
Healthcare - Vision
$
$
Bank Charges
$
$
Hobbies
$
$
Books/Magazines
$
$
Household Items
$
$
Business Expense
$
$
Personal Care
$
$
Care for Parent/Other
$
$
Personal Loan Payment
$
$
Cash - Miscellaneous
$
$
Pet Care
$
$
Cell Phone
$
$
Public Transportation
$
$
Charitable Donations
$
$
Recreation
$
$
Child Activities
$
$
Self-improvement
$
$
Child Allowance/Expense
$
$
Student Loan Payment
$
$
Child Care
$
$
Vacation/Travel
$
$
Child Support
$
$
Other
$
$
Child Tutor
$
$
$0
$0
Clothing - Client
$
$
Clothing - Co-Client
$
$
Clothing - Children
$
$
Club Dues
$
$
Credit Card Debt Payment
$
$
Dining
$
$
Education
$
$
Entertainment
$
$
Gifts
$
$
Groceries
$
$
Healthcare - Dental
$
$
Healthcare - Medical
$
$
Healthcare - Prescription
$
$
SUBTOTAL
INCOME
MONTHLY BUDGET AMOUNT
Category
Current
Alt 1/ Retirement
Employment
$
$
Other
$
$
$0
$0
SUBTOTAL
Goal Planning & Monitoring Budget Data Worksheet, continued
TAXES
PERSONAL INSURANCE EXPENSES
MONTHLY BUDGET AMOUNT
Category
Current
MONTHLY BUDGET AMOUNT
Alt 1/ Retirement
Category
Current
Alt 1/ Retirement
Disability for Client
$
$
Client FICA
$
$
Disability for Co-Client
$
$
Client Medicare
$
$
Life for Client
$
$
Co-Client FICA
$
$
Life for Co-Client
$
$
Co-Client Medicare
$
$
Long-term Care for Client
$
$
Federal Income
$
$
Long-term Care for Co-Client
$
$
State Income
$
$
Medical for Client
$
$
Local Income
$
$
Medical for Co-Client
$
$
Other
$
$
Umbrella Liability
$
$
$0
$0
Other
$
$
$0
$0
SUBTOTAL
SUBTOTAL
VEHICLE EXPENSES
MONTHLY BUDGET AMOUNT
HOME EXPENSES
Category
Current
Alt 1/ Retirement
Loan Payment
$
$
Alt 1/ Retirement
Lease Payment
$
$
MONTHLY BUDGET AMOUNT
Category
Current
First Mortgage
$
$
Insurance
$
$
Second Mortgage
$
$
Personal Property Tax
$
$
Equity Line
$
$
Fuel
$
$
Real Estate Tax
$
$
Repairs/Maintenance
$
$
Rent
$
$
Parking/Tolls
$
$
Homeowner's Insurance
$
$
Docking/Storage
$
$
Association Fees
$
$
Other
$
$
Electricity
$
$
$0
$0
Gas/Oil
$
$
Trash Pickup
$
$
Water/Sewer
$
$
Cable/Satellite TV
$
$
Internet
$
$
Telephone (land line)
$
$
Lawn Care
$
$
Maintenance - Major Repair
$
$
Maintenance - Regular
$
$
Furniture
$
$
Household Help
$
$
Other
$
$
$0
$0
SUBTOTAL
SUBTOTAL
VEHICLE EXPENSES
MONTHLY BUDGET AMOUNT
Category
Current
Alt 1/ Retirement
Loan Payment
$
$
Lease Payment
$
$
Insurance
$
$
Personal Property Tax
$
$
Fuel
$
$
Repairs/Maintenance
$
$
Parking/Tolls
$
$
Docking/Storage
$
$
Other
$
$
$0
$0
SUBTOTAL
Goal Planning & Monitoring Budget Data Worksheet, continued
VEHICLE EXPENSES
HOME EXPENSES
MONTHLY BUDGET AMOUNT
Category
Current
MONTHLY BUDGET AMOUNT
Alt 1/ Retirement
Category
Current
Alt 1/ Retirement
First Mortgage
$
$
Loan Payment
$
$
Second Mortgage
$
$
Lease Payment
$
$
Equity Line
$
$
Insurance
$
$
Real Estate Tax
$
$
Personal Property Tax
$
$
Rent
$
$
Fuel
$
$
Homeowner's Insurance
$
$
Repairs/Maintenance
$
$
Association Fees
$
$
Parking/Tolls
$
$
Electricity
$
$
Docking/Storage
$
$
Gas/Oil
$
$
Other
$
$
Trash Pickup
$
$
Water/Sewer
$
$
Cable/Satellite TV
$
$
Internet
$
$
Telephone (land line)
$
$
Lawn Care
$
$
Maintenance - Major Repair
$
$
Category
Maintenance - Regular
$
$
Loan Payment
$
$
Furniture
$
$
Lease Payment
$
$
$
$
SUBTOTAL
$
0
$
VEHICLE EXPENSES
MONTHLY BUDGET AMOUNT
Current
Alt 1/ Retirement
Household Help
$
$
Insurance
Other
$
$
Personal Property Tax
$
$
$0
$0
Fuel
$
$
Repairs/Maintenance
$
$
Parking/Tolls
$
$
Docking/Storage
$
$
Other
$
$
SUBTOTAL
SUBTOTAL
$
Current
TOTAL EXPENSES
0
$
0
0
AH 1/Retirement
$
0
101 Devant St, Suite 903 // Fayetteville, GA 30214
T 770.471.6674 // T 800.543.7027 // F 770.692.0117
[email protected] // mcmullinstone.com
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
Raymond James® is a registered trademark of Raymond James Financial, Inc. 16-BR6HS-0019 VC 3/16
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