FINANCIAL ASSESSMENT Joe Sample

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FoodYour total monthly food expenses are: $433.32Your total monthly food cost are 18% of your disposable monthly income.NOTE: Your food cost are $103.96 above the national averageAuto-TransportationYour total monthly auto expenses are: $467.50Your total monthly auto cost are 20% of your disposable monthly income.NOTE: Your auto-transportation cost are $11.81 above the national average.ClothingYour total monthly clothing expenses are: $125.00Your total monthly clothing cost are 5% of your disposable monthly income.NOTE: Your clothing cost are $2.36 above the national averageMedical/Dental
Your total monthly medical/dental expenses are: $16.67Your total monthly medical and dental cost are 1% of your disposable monthly income.Your medical and dental expenses are in a good range.27GiftsYour monthly gift cost are: $200.00Your monthly gift expense is 8% of your disposable monthly income.Cable/InternetYour monthly cable/internet cost are: $105.00Your monthly cable/internet expense is 4% of your disposable monthly income.NOTE--The U.S. Department of Labor's Bureau ofStatistics Consumer Expenditure Surveyexpenditure averages are based on surveyedhouseholds. They are NOT the amounts familiesshould spend.
Page 2 and 3: IntroductionBENEFIT OF FINANCIAL AS
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Page 10 and 11: OBJECTIVECASH FLOW ANALYSISYour pri
Page 12 and 13: SAVINGS ANALYSISOBJECTIVEYour objec
Page 14 and 15: CREDIT CARD EVALUATIONName: Joe Sam
Page 16 and 17: Total Balance: $2,000.00 Credit Lim
Page 18 and 19: INCOME TAX ANALYSISOBJECTIVEYour pr
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Page 22 and 23: 6 67 )*# 273*#6/* 6 '31/43*43'31/)3

FINANCIAL ASSESSMENT Joe Sample

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