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Your Financial Form

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1. Income and Expenses:

What is your monthly net income after taxes and deductions? $ Can you provide an overview of your monthly living expenses, including rent or mortgage, utilities, groceries, and other recurring bills? $

2. Debt Situation:

What outstanding debts do you currently have, including credit cards, loans, and any other liabilities? $ What is your strategy for managing and paying off your existing debts?

3. Savings and Investments:

Do you currently have an emergency savings fund, and if so, how many months' worth of living expenses does it cover? months Are you currently investing, and if yes, what types of investments do you hold?

4. Financial Goals:

What are your short-term and long-term financial goals? How do you envision achieving these goals, and what steps have you taken so far?

5. Retirement Planning:

Have you started saving for retirement, and if so, what type of retirement accounts do you contribute to? What age do you aim to retire, and what kind of lifestyle do you envision during retirement?