The DIME Method: Debt-Income-Mortgage-Education

First Name:*

Last Name:*

Email:*

Debt:

Student Loans:*

Car Loans:*

Credit Cards:*

Monthly:*

Total:*

Income:

If you or your spouse could not work again, how much income would you need to sustain your current lifestyle?*

/month

Mortgage:

What do you think your house is worth (in dollars)?

What is your current balance on your home mortgage (in dollars)?

Current Balance #2 (in dollars):

Monthly Payment (in dollars):

Type of Loan:
FixedAdjustable

Interest Rate (in percentage):

Number of Years:

Education:

Would you like to provide for your children's education?*
AllPart

Approximate Cost for Education (in dollars):*

Amount Saved (in dollars):*

Current Life Insurance:

Client Name:*

Type:*

Policy Amount:*

Monthly Payment:*

Client's Carrier:*

Spouse Name:

Type:

Policy Amount:

Monthly Payment:

Spouse's Carrier:

Our goal is to offer recommendations that, in your opinion, are better for you and your family in every way. Please schedule a day and time for us to speak to you (spouse).

Would you be kind enough to refer our services to 8-10 people like yourself?
Yes

Date of our next meeting:

Time:

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16Things.Org
Working for the Betterment of Kids,
People & The Planet!

Financial Literacy and Planning Programs Working In Conjunction With The Non-Profit 501(c)3 Educational Organizations

PlannedActsOfKindness.Org
Making the World a Better Place,
One PAK at a Time!