Income and Expense Details

Finances and Expenses

Client Information

Monthly Income

Please be as accurate as possible - This information helps during the negotiation process.

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Monthly Expenses

Do You Rent or Own?
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Bank/Financial Accounts

Current Open Accounts - We will need to know the name of the institution and account balance for each.

Savings Account Information

Checking Account Information

Retirement Account Information

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Hardship Information

This information is needed in the event one or more of your accounts is facing legal action.

Marital Status
Do you file as Head of Household when filing taxes?
Do you owe back State or Federal taxes?
Have you ever previously filed bankruptcy?
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