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Jack and Kate

Chad and Tammy have been married for 10 years. They have one baby named Aiden and Jack works full time in the Heathcare Industry. Kate is a stay-at-home mom.

 

They would like to:

 

  • Get out of debt 

  • Not live pay check to pay check

  • Find out where they are financially

  • Save for future expenses 

"30 Day Spending Assessment"
   
                                        Workbook Page 6 -  Assisting Jack and Kate with their first "30 Day Spending Assestment"


Chad and Tammy Personal Information Sheet 

 



 

            Chad and Tammy 30 Day Spending Assessment

 

 

"Looking At A Paycheck Stub."
   
                                        Workbook Page 7-  Paycheck Stub


Chad and Tammy Personal Information Sheet 

 



 

           Jack's Paycheck Stub

 

          
         

          Payroll Glossary 

 

 

"Credit Report"
   
                                        Workbook Pages 7 & 8 -  Assisting Jack and Kate with their Credit Report.

 


Chad and Tammy Personal Information Sheet 

 



Their Credit Report  (Sample of a Credit Report)

 

 

 

Their Assets and Liabilities form

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