Debt Worksheet

PROTECTING YOUR INFORMATION

Client:
1. Debts

Exclude primary residence mortgage. Enter amounts — totals update live.

Creditor Min. Monthly Payment Total Balance Owed Annual Interest % Annual Interest Paid $
2. Totals & Ratio
A — Total Minimum Monthly Payments
B — Total Balances Owed
C — Total Annual Interest Paid
After-Tax Monthly Income (for ratio)
D — Debt Payment / After-Tax Monthly Income %
3. Debt Plan
Notes

PROTECTING YOUR INFORMATION

Polished debt mock — live payment/balance/interest totals and ratio.