Financial Planning Questionnaire

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Name

Income

This is income you make BEFORE taxes come out. Many people who contribute to churches and/or charities contribute based on their gross income. Many people choose to “tithe” or give 10% on this income.
This is the income you BRING HOME after you have paid taxes on the income. Check your pay stub to find out specific dollar amounts being deducted. These amounts may also include medical and/or dental premiums you are paying as well as other company programs which may be offered through your place of employment.

Expenses

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