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Financial Analysis

The Interest Flip — Quit paying it. Start earning it.

Full name

Phone number

Address

Mortgages

*Monthly payment includes principal, interest, escrows, PMI/mortgage insurance, etc.

Lender name	Start date	Term	Monthly payment*	Extra principal	Interest rate	Escrow payment	Mortgage insurance	Current balance	Original amount

Loans

*Auto loans, student loans, personal loans, business loans

Account name*	Start date	Loan term	Monthly payment	Extra principal	Interest rate	Current balance	Original amount

Revolving Credit

*LOC – Line of Credit, Credit Card, HELOC – Home Equity Line of Credit

Type of credit*	Current balance	Minimum payment	Extra principal	Interest rate	Credit limit

Average Household Net Income

*Every week, every other week, once a month, twice a month, every three months, twice a year, once a year

Income source	Payment frequency*	Average net income per paycheck

Monthly expenses (all bills — food, gas, electric, etc.)

Monthly discretionary income (left after bills are paid)

AND / OR