Income and Expenses
                INCOME                                                           Monthly                  Annual         [42]   SUMMARY                                                                    Monthly                         Annual
                Salary income (net= take home)                                                                    0.00                                                        Total Income                        0.00                             0.00 
                Bonus                                                                                             0.00                                                    Total Expenses                          0.00                             0.00 
                Spouse income (net=take home)                                                                     0.00                                                                          NET                  0.00                            0.00
                Spouse Bonus                                                                                      0.00
                Overtime                                                                                          0.00
                                                     Total INCOME                              -                        -       DAILY LIVING                                                               Monthly                         Annual
                                                                                                                                Groceries/Household Supplies                                                                                         0.00
                HOME EXPENSES                                                    Monthly                  Annual                Spouse Groceries/Household Supplies                                                                                  0.00
                Rent/Mortgage (please email current stmt)                                                         0.00          Personal Clothing                                                                                                    0.00
                Spouse Rent/mortgage                                                                              0.00          Spouse Personal Clothing                                                                                             0.00
                Property Taxes (exclude from mortgage pmt)                                                        0.00          Dining/eating out                                                                                                    0.00
                Spouse Property Taxes                                                                             0.00          Spouse-dining/eating out                                                                                             0.00
                Homeowner's Insurance                                                                             0.00          Cleaning Service                                                                                                     0.00
                Spouse Homeowner's Insurance                                                                      0.00          Spouse cleaning service                                                                                              0.00
                Electricity/Gas/Oil                                                                               0.00          Pets - Vets, Food, Misc                                                                                              0.00
                Spouse Electricity/Gas/Oil                                                                        0.00          Spouse- Pets - Vets, Food, Misc                                                                                      0.00
                Water/Sewer/Trash                                                                                 0.00          Hair salon                                                                                                           0.00
                Spouse Water/Sewer/Trash                                                                          0.00          Spouse Hair salon                                                                                                    0.00
                Cable/Internet                                                                                    0.00          Children's hair cuts                                                                                                 0.00
                Spouse Cable/Internet                                                                             0.00          Childcare                                                                                                            0.00
                Cell Phone                                                                                        0.00          Children's Camp                                                                                                      0.00
                Spouse Cell phone                                                                                 0.00          Children's Tutoring                                                                                                  0.00
                Furnishings/Appliance Repairs                                                                     0.00          Children's Clothing                                                                                                  0.00
                Spouse Furnishings/Appliance Repairs                                                              0.00          Children's gifts                                                                                                     0.00
                Lawn/Garden/Snow Removal                                                                          0.00          Children's Sports                                                                                                    0.00
                Spouse Lawn/Garden/Snow Removal                                                                   0.00          Children's Entertainment                                                                                             0.00
                Household Maintenance                                                                             0.00          Misc                                                                                                                 0.00
                Spouse Household Maintenance                                                                      0.00          MIsc                                                                                                                 0.00
                Household Improvements                                                                            0.00                                               Total DAILY LIVING                                    -                                -   
                Spouse Household Improvements                                                                     0.00
                Pest control                                                                                      0.00          ENTERTAINMENT                                                              Monthly                         Annual
                Other                                                                                             0.00          Monthly Subscriptions- Netflix,amazon, etc.                                                                          0.00
                                        Total HOME EXPENSES                                    -                        -       Spouse- Netflix,amazon,spotify etc.                                                                                  0.00
                TRANSPORTATION                                                   Monthly                  Annual                Personal Entertainments                                                                                              0.00
                Car Payments                                                                                      0.00          Spouse-Personal Entertainment                                                                                        0.00
                Spouse Car payment                                                                                0.00          Personal Sports/Hobbies                                                                                              0.00
                Car Insurance                                                                                     0.00          Spouse Sports/Hobbies                                                                                                0.00
                Spouse Car payment                                                                                0.00          Gym Membership/Trainer                                                                                               0.00
                Children Car payment                                                                              0.00          Spouse Gym Membership/Trainer                                                                                        0.00
                Car Fuel                                                                                          0.00          Country Club Dues                                                                                                    0.00
                Spouse fuel                                                                                       0.00          Spouse Country club dues                                                                                             0.00
                Train/Uber                                                                                        0.00          Spa/Massage/Beautification                                                                                           0.00
                Spouse Train Uber                                                                                 0.00          Spouse- Spa/Massage/Beautification                                                                                   0.00
                Auto Repairs/Maintenance                                                                          0.00          Toys/Gadgets                                                                                                         0.00
                Spouse Auto Repairs/Maintenance                                                                   0.00          Spouse- Toys/Gadgets                                                                                                 0.00
                Car Taxes                                                                                         0.00          Vacation/Travel                                                                                                      0.00
                Spouse Car taxes                                                                                  0.00          Spouse Vacation/Travel                                                                                               0.00
                                      Total TRANSPORTATION                                     -                        -       Children's elementary education                                                                                      0.00
                INSURANCE                                                        Monthly                  Annual                Children's college costs                                                                                             0.00
                Personal Medical Premium                                                                          0.00                                          Total ENTERTAINMENT                                        -                                -   
                Personal out of pocket medical (therapy etc)                                                      0.00          DEBT/OBLIGATIONS                                                           Monthly                         Annual
                Spouse out of pocket medical (therapy etc)                                                        0.00
                Children out of pocket medical (therapy etc)                                                      0.00          Credit Cards                                                                                                         0.00
                Children's Dental/Ortho/eye expense                                                               0.00          Credit Cards                                                                                                         0.00
                Personal Dental expense                                                                           0.00          Credit Cards                                                                                                         0.00
                Spouse Dental expense                                                                             0.00          Student Loan                                                                                                         0.00
                Life Insurance Premium                                                                            0.00          Alimony/Child Support                                                                                                0.00
                Spouse Life Insurance Premium                                                                     0.00                                      Total DEBT/OBLIGATIONS                                         -                                -   
                                                Total INSURANCE                                -                        -       MISCELLANEOUS ** I will review paystub**                                   Monthly                         Annual
                CHARITY/GIFTS                                                    Monthly                  Annual                Payroll tax deductions- Fed,State & soc sec.                                                                         0.00
                Personal Gifts                                                                                    0.00          HSA/FSA deductions                                                                                                   0.00
                Charitable Donations                                                                              0.00          401K deductions                                                                                                      0.00
                Religious Donations                                                                               0.00          Other pay roll deduction(union dues,deferred comp)                                                                   0.00
                Spouse Gifts, charities, donations                                                                0.00
                                          Total CHARITY/GIFTS                                  -                        -   
       Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, a registered investment advisor. Merit Financial Group and 
                                  Price Financial Group are separate entities from LPL Financial. 1-971935