Client Budget and Net Worth Data Sheetspdf
Client Budget and Net Worth Data Sheetspdf
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  1. FinancialInformation
  2. FamilyInformationSheetWiserDivorceSolutions,LLCPreparedbyAndrew Hatherley,CDFA(c)FamilyLawSoftware,Inc.v15.0412/9/20131:16pmPage2PARTY#1'SBACKGROUNDINFORMATION:Name(First,Middle,Last):SocialSecurityNumber:Gender: Male. Female.DateofBirth:DateofMarriage:DateSeparated:Address:City,State, Zip:,Phone:CellPhone:Email:PARTY#2'SBACKGROUNDINFORMATION:Name(First,Middle,Last):SocialSecurityNumber:Gender: Male. Female.DateofBirth:Address:City,stateZip:,Phone:CellPhone:Email:CHILDRENCustodyExemptionHusbandorHusbandorChild'sNameDateofBirthWife(H/W)Wife(H/W)SSN
  3. WiserDivorceSolutions,LLCPreparedbyAndrew Hatherley,CDFA(c)FamilyLawSoftware,Inc.v15.0412/9/20131:16pmPage3IncomeandExpensesWAGESFORPARTY#1Annualwageandsalaryincome,beforetaxes:NON-WAGEINCOMEFORPARTY#1Usethissheettospecifyincomethatisnotcoveredonanyothersheet.Specifyanamountinwhichevercolumn(Week,Month,orYear)ismostconvenient.Amountper...ItemWeekMonthYearChildsupportfrompreviousrelationship............Alimonyfrompreviousrelationship................UnemploymentCompensation...................PublicAssistance..............................Bonuses......................................Commissions..................................Tips.........................................Overtime.....................................DisabilityBenefits..............................Workers'Compensation.........................Royalties.....................................RentfromSpouse..............................DeferredCompensation..........................................................................................
  4. IncomeandExpenses(cont.)WiserDivorceSolutions,LLCPreparedbyAndrew Hatherley,CDFA,(c)FamilyLawSoftware,Inc.v15.0412/9/2013Page4DetailedExpensesforParty#1:Onthisdatasheet,specifythehousehold,child,andpersonalexpensesofeverydaylife.Thelisttriestobecomprehensive,butthereisnoneedtofillineveryline.Amountper...ItemWeekMonthYearMandatoryDeductionsMandatoryRetirement.............................UnionDues.....................................OtherMandatory.................................HouseholdRent...........................................CondoFee......................................Homeowners'Insurance...........................Renters'Insurance...............................RealEstate Tax..................................CableTV.......................................InternetAccess..................................Phone..........................................HouseholdMaintenance...........................Furniture&Appliance.............................Painting/Wallpapering.............................HouseholdSupplies..............................Maid/CleaningService.............................LawnService....................................SnowRemoval..................................TrashRemoval..................................Utilities-Electricity................................Utilities-Gas/PropaneHeat........................
  5. IncomeandExpenses(cont.)ChildEducationActivities..........................Page5Amountper...ItemWeekMonthYearUtilities-OilHeat.................................Utilities-Water/Sewer.............................Utilities-Other...................................OtherHousehold.................................TransportationCarPayments...................................CarInsurance...................................CarGasoline/Oil.................................CarMaintenanceandRepair.......................CarLicense/Stickers..............................CarOther.......................................Tolls...........................................Parking.........................................Public/Alt.Transportation..........................OtherTransportation..............................ChildChildCare-DayCare.............................ChildCare-Sitters...............................ChildClothing/SchoolUniforms.....................ChildEducationSupplies..........................ChildEducationBooks/Fees........................ChildEducationLunches..........................ChildEducationTransportation.....................
  6. IncomeandExpenses(cont.)DeferredCompensation...........................Page6Amountper...ItemWeekMonthYearChildEducationRoom&Board.....................ChildGrooming..................................ChildGroceries..................................ChildMedical Doctor..............................ChildMedical Dentist..............................ChildMedical Optical..............................ChildMedical Medication..........................ChildAllowance..................................ChildLessonsandSupplies........................ChildVacationandCamp..........................ChildEntertainment...............................ChildTutors.....................................OtherChild......................................PersonalBankFees......................................CellPhone......................................Cigarettes.......................................Clothes.........................................DryCleaning....................................EducationforParty...............................Charitable.......................................Church/Synagogue/Mosqueetc.....................CreditUnion(loan)...............................
  7. IncomeandExpenses(cont.)Tax-LocalIncomeTax............................Page7Amountper...ItemWeekMonthYearDues/Clubs.....................................EmploymentUniforms.............................EmploymentUnreimbursedTravel...................EmploymentUnreimbursedEducation...............Entertainment...................................Food/Groceries..................................Gifts...........................................Hair............................................HorsebackRiding................................Laundry........................................LegalandAccounting.............................Liquor,Beer,Wine................................LotteryTickets...................................Manicure/Pedicure................................PersonalPropertyInsurance.......................Pets...........................................PreviousRelshipChildSupport.....................PreviousRelshipAlimony..........................Restaurants.....................................Savings.........................................StampsandStationery............................Sports/Hobbies/Lessons...........................Subscriptions,Books..............................
  8. IncomeandExpenses(cont.)Page8Amountper...ItemWeekMonthYearTherapist/Counselor..............................Toiletries/Grooming/DrugStore.....................Travel..........................................Vacations.......................................VoluntaryRetirement..............................OtherPersonal..................................HealthandMedicalHealthInsurance.................................DentalInsurance.................................DisabilityInsurance...............................Medical/Doctor...................................Dental..........................................Drug&Prescription...............................Optical.........................................Orthodontist.....................................OtherHealth....................................Other.............................................................................................................................................................................................
  9. Page9AssetsandLiabilities1.INVESTMENTS,CHECKINGACCOUNTS,ETC:Description*Title(H-Husband,W-Wife,J-Joint)*Type(1-Cash,2-Checking,3-MoneyMarket,4-Savings,5-CreditUnion,6-BrokerageAcct,7-EscrowAcct,8-CD,9-USSavingsBonds,10-Stock,11-Bond,12-StockFund,13-MutualFund,14-BondFund,15-RealEstate)CurrentOriginalAnnualTitle*ValueCostIncomeType*(H/W/J)
  10. AssetsandLiabilities(cont.)Page102.DEBTS:Description3.PERSONALITEMS:DescriptionCurrentOriginalTitle*ValueCost(M/H/W)Type*CurrentInterestMonthlyBalanceRate(%)Payment
  11. AssetsandLiabilities(cont.)Page11*Title(H-Husband,W-Wife,J-Joint)*Type(1-Household,2-Furniture,3-Art,4-Jewlery,5-Paintings,6-Prints,7-Antiques,8-PreciousObject,9-GoldorMetals,10-Collections,11-Tradmarks,12-Patents,13-Other)4.VEHICLES:CurrentOriginalTitle*DescriptionMake/Model/YearValueCostType*(H/W/J)Lien*Type(1-Car,2-Truck,3-RV,4-Boat,5-Plane)*Title(H-Husband,W-Wife,J-Joint)
  12. AssetsandLiabilities(cont.)Page125.REALESTATE:BasicInfo:1stProperty2ndProperty3rdPropertyAddress:CurrentValue:OriginalCost:Title(H,W,J)*:1stMortgage:Balance:InterestRate(%):MonthlyPayment*:Statement Month/Year:Whowillpay(H/W/Both):2ndMortgage:Balance:InterestRate(%):MonthlyPayment*:Statement Month/Year:Whowillpay(H/W/Both):*Formonthlypaymentincludeinterest&principalonly,doNOTincludetaxesorinsurance.*Title(H-Husband,W-Wife,J-Joint)
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