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0 / 5 complete
1
Income
W-2, commission, self-employed, rental, investment
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2
Expenses
Monthly personal and business expenses by category
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3
Debts
Credit cards, loans, BNPL — with promo urgency scoring
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4
Mortgage
Home equity, amortization, HELOC, business properties
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5
Retirement Assets
401k, IRA, pension, HSA — completes your net worth picture
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6
Summary & Your Game Plan
Discretionary income, debt waterfall, monthly payment instructions
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