“Act & Grow Rich” Workbook #3

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The DIME Method

Total Monthly
Student Loans
Car Loans
Credit Cards
If you or your spouse could not work again, how much income would you need to sustain your current lifestyle?
 $/Month

What do you think your house is worth?
 $

Monthly payment:
 $

Type of loan:
FixedAdjustable
Number of Years:
   

Interest Rate:
   %
What is your current balance on your home mortgage?
1.$

2.$
Would you like to provide for your children’s education?
NoAllPart
Approximate Cost for Education:
   $

Amount Saved:
   $

CURRENT LIFE INSURANCE
Client:
Type:
Carrier:

Spouse:

Type:
Carrier:
Notes: