Wealth Management Expense Worksheet | Four Peaks Planning & Investments

Wealth Management Expense Worksheet

Wealth Management Expenses

Monthly Mortgage/Rent

Annual Mortgage/Rent

Monthly Home Maintenance

Annual Home Maintenance

Monthly Home/Renter's Insurance

Annual Home/Renter's Insurance

Monthly Electricity

Annual Electricity

Monthly Oil/Gas

Annual Oil/Gas

Monthly Water/Garbage/Sewer

Annual Water/Garbage/Sewer

Monthly Telephone/Cellphone

Annual Telephone/Cellphone

Monthly Cable/Internet

Annual Cable/Internet

Monthly Car Payment

Annual Car Payment

Monthly Car Maintenance/Repairs

Annual Car Maintenance/Repairs

Monthly Gasoline

Annual Gasoline

Monthly License/Registration

Annual License/Registration

Monthly Car Insurance

Annual Car Insurance

Monthly Food

Annual Food

Monthly Clothing

Annual Clothing

Monthly Beauty/Barber

Annual Beauty/Barber

Monthly Health Insurance

Annual Health Insurance

Monthly Life Insurance

Annual Life Insurance

Monthly Long Term Care Insurance

Annual Long Term Care Insurance

Monthly Disability Insurance

Annual Disability Insurance

Monthly Medical Expenses

Annual Medical Expenses

Monthly Dental Expenses

Annual Dental Expenses

Monthly Gym Membership

Annual Gym Membership

Monthly Child Care

Annual Child Care

Monthly Education

Annual Education

Monthly Entertainment

Annual Entertainment

Monthly Dining Out

Annual Dining Out

Monthly Hobbies

Annual Hobbies

Monthly Publications

Annual Publications

Monthly Traveling/Vacations

Annual Traveling/Vacations

Monthly Charitable Donations

Annual Charitable Donations

Monthly Gifts

Annual Gifts

Monthly Professional/Social Dues

Annual Professional/Social Dues

Monthly State Taxes

Annual State Taxes

Monthly Federal Taxes

Annual Federal Taxes

Monthly Local/Property Taxes

Annual Local/Property Taxes

Monthly Miscellaneous Expenses

Annual Miscellaneous Expenses

TOTAL Monthly Expenses

TOTAL Annual Expenses

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