Confidential Questionnaire, Continued Personal Property Estimated Value Primary Residence Furnishings (Liquidation Value) Vehicle Vehicle Other Investment Property Rental Real Estate Estimated Value Annual Rent for Planning Purposes Please list any other properties you own, stock options, Partnerships, LLCs, etc: Liabilities Personal Liabilities Credit Cards Interest Avg. Monthly Current Balance Rate Payment* % $ $ % $ $ (*If not paid in full each month) Interest Debts Term Payment Approximate Balance Rate (Residence, Auto, Business, School) % $ $ % $ $ % $ $ % $ $
Confidential Questionnaire, Continued Personal Property Estimated Value Primary Residence Furnishings (Liquidation Value) Vehicle Vehicle Other Investment Property Rental Real Estate Estimated Value Annual Rent for Planning Purposes Please list any other properties you own, stock options, Partnerships, LLCs, etc: Liabilities Personal Liabilities Credit Cards Interest Rate Avg. Monthly Payment* Current Balance % $ $ % $ $ (*If not paid in full each month) Debts (Residence, Auto, Business, School) Term Interest Rate Payment Approximate Balance % $ $ % $ $ % $ $ % $ $
2018-03-22_Questionnaire-02.docx