Client Info Sheet Page 2
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4Spending Plan Worksheet
Periodic Expenses:
Instructions- Under “Annual” column list annual (yearly) totals if not already payroll deducted. The “Monthly” column
will automatically calculate the expense. Please round to the nearest dollar.
Annual Expenses
Annual
Monthly
Annual Expenses
Annual
Monthly
Taxes -City/County/Local/Home
Gifts
$ 0
$ 0
$ 0
$ 0
Owners Insurance (if not in
(birthdays/holidays/weddings)
escrow)
Home Maintenance/Upkeep/Lot
$ 0
$ 0
$ 0
$ 0
Rent/HOA/Condo Fees
Vacation/Travel
(snow removal, lawn care)
$ 0
$ 0
$ 0
$ 0
Clothing/Dry Cleaning/Laundry
Lessons/Sports Lessons
IRS/NY State Tax
$ 0
$ 0
$ 0
$ 0
Other:___________________
(out of pocket tax payments)
Monthly
Expenses:
Instructions- Under Amount column list monthly totals if not already payroll deducted. If the expenses vary, please note
the average monthly total. Please round to the nearest dollar.
Monthly Expenses
Amount
Monthly Expenses
Amount
Groceries/Household Supplies/Baby
$ 0
$ 0
Rent (including Renters Insurance)
Items
Eating Out/Coffee/Snacks/School
$ 0
$ 0
Mortgage
Lunches
Second Mortgage/Home Equity
Medical Insurance (if not payroll
$ 0
$ 0
Loan/HELOC
deducted)
Investment Property (including taxes
$ 0
$ 0
Life Insurance (if not payroll deducted)
and insurance)
$ 0
$ 0
Heat
Prescriptions/Eye Care Costs
Appointment Co-Pays (Doctors,
$ 0
$ 0
Electric
Dentists, etc.)
$ 0
$ 0
Cell Phone
Day Care/Babysitting
$ 0
$ 0
Water/Sewer/ Garbage Collection
Child/ Spousal Support
Cable/Satellite/Internet/Home Phone
$ 0
$ 0
Contributions (religious, charities)
(including Netflix/Hulu)
$ 0
$ 0
Vehicle #1 Loan
Tuition/School Supplies
$ 0
$ 0
Vehicle #2 Loan
Student Loans
Recreational Vehicle (motorcycle, RV,
$ 0
$ 0
Personal Care (hair, nails, etc.)
boat, snow mobile)
Entertainment/alcohol/tobacco/mem-
$ 0
$ 0
Auto Insurance
berships/newspaper subscriptions
$ 0
$ 0
Gasoline
Pet- food/ Supplies/Grooming/Vet
Tolls/Parking/Auto Maintenance (tires,
$ 0
$ 0
Savings
oil changes)
Other Transportation (bus, subway,
$ 0
$ 0
Other:___________________
etc.)
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