Client Dashboard for Review

Personal Information

Link to Edit Entry	First	Middle	Last	Your Date of Birth	Phone	Email	County (where you live)	Address	Spouse's Name	Spouse's Date of Birth	Spouse's County (where they live)	Spouse's Address	Number of Children Shared with Current Spouse	Child 1 Name	Child 1 DOB	Child 2 Name	Child 2 DOB	Child 3 Name	Child 3 DOB	Additional Children with Current Spouse	Marriage Date	Separation Date
Link to Edit Entry	First	Middle	Last	Your Date of Birth	Phone	Email	County (where you live)	Address	Spouse's Name	Spouse's Date of Birth	Spouse's County (where they live)	Spouse's Address	Number of Children Shared with Current Spouse	Child 1 Name	Child 1 DOB	Child 2 Name	Child 2 DOB	Child 3 Name	Child 3 DOB	Additional Children with Current Spouse	Marriage Date	Separation Date

Work Information

Link to Edit Entry	EMPLOYMENT INFORMATION	Occupation	Employer Name	Number of Exemptions Claimed on Taxes	Pay Period
Link to Edit Entry	EMPLOYMENT INFORMATION	Occupation	Employer Name	Number of Exemptions Claimed on Taxes	Pay Period

Monthly Income

Edit	MONTHLY INCOME	Salary or Wages (monthly)	Bonuses, Commissions, Allowances, Fees, Overtime, Tips and similar payments (based on past 12-month average or time of employment if less than 1 year)	Income from sources such as self-employment, partnership, close corporations and independent contracts (gross receipts minus ordinary and necessary expenses required to produce income)	Severance Pay	Disability/Unemployment/Worker's Compensation	Recurring Income from Pension and Retirement Plans or Annuity Payments	Social Security Benefits	Other Public Benefits (do not include TANF or food stamps)	Spousal or Child Support from people not in this case	Interest and Dividends	Rental Income (gross receipts minus ordinary and necessary expenses required to produce income)	Reimbursed Expenses and In Kind payments to the extent they reduce personal living expenses	Fringe Benefits (if significantly reduce living expenses)	Income from Royalties, Trusts or Estates	Capital Gains or Gains derived from dealing in property (not including non-recurring gains)	Prizes/Lottery Winnings	Gifts (cash or liquid assets of which can be converted to cash)	Judgments from Personal Injury or other civil cases where cash is received on a recurring basis	Assets used for support of family	Other income of a recurring nature (specify source)	Gross Income (monthly)	Employer Paid Automobile Expenses	Employer Paid Insurance Expenses	Employer Paid Miscellaneous	Gross Income including Employer Benefits
Edit	MONTHLY INCOME	Salary or Wages (monthly)	Bonuses, Commissions, Allowances, Fees, Overtime, Tips and similar payments (based on past 12-month average or time of employment if less than 1 year)	Income from sources such as self-employment, partnership, close corporations and independent contracts (gross receipts minus ordinary and necessary expenses required to produce income)	Severance Pay	Disability/Unemployment/Worker's Compensation	Recurring Income from Pension and Retirement Plans or Annuity Payments	Social Security Benefits	Other Public Benefits (do not include TANF or food stamps)	Spousal or Child Support from people not in this case	Interest and Dividends	Rental Income (gross receipts minus ordinary and necessary expenses required to produce income)	Reimbursed Expenses and In Kind payments to the extent they reduce personal living expenses	Fringe Benefits (if significantly reduce living expenses)	Income from Royalties, Trusts or Estates	Capital Gains or Gains derived from dealing in property (not including non-recurring gains)	Prizes/Lottery Winnings	Gifts (cash or liquid assets of which can be converted to cash)	Judgments from Personal Injury or other civil cases where cash is received on a recurring basis	Assets used for support of family	Other income of a recurring nature (specify source)	Gross Income (monthly)	Employer Paid Automobile Expenses	Employer Paid Insurance Expenses	Employer Paid Miscellaneous	Gross Income including Employer Benefits

Monthly Expenses

Link to Edit Entry	1st Mortgage	2nd Mortgage	Equity Line of Credit	Property Taxes	Rental Payments	Homeowner/Renter Insurance	Condo, Maintenance Fees/HOA Fees	Electricity	Water	Natural Gas	Garbage and Sewer	Home Telephone	Cellular Telephone	Repairs and Maintenance	Lawn Care	Pool Care	Pest Control	Internet	Cable Television	Burglar Alarm/Security System	Grocery Items	Meals Outside Home	Drugstore Items	Domestic Help	Other Expenses	Pets	Automobile: Car Payment	Automobile: Gasoline	Automobile: Insurance	Automobile: Repairs and Maintenance	Automobile: Tags and License	Automobile: Tolls and Parking	Second Vehicle, Trailer and/or Boat	Third Vehicle, Trailer and/or Boat	Fourth Vehicle, Trailer and/or Boat	Fifth Vehicle, Trailer and/or Boat	Life Insurance	Disability Insurance	Dry Cleaning and Laundry	Grooming	Clothing	Medical/Dental Expenses (out of pocket)	Prescriptions (out of pocket)	Gifts	Entertainment	Vacations	Travel Expenses Necessary for Parenting Time/Visitation	Retirement/401k Contributions	Publications	Union Dues	School Alumni Dues	Club Membership Dues and Expenses	Religious and Charities	Professional Expenses	Bank Charge/Credit Card Fees	Miscellaneous	Alimony to Other Spouse	Child Support for Other Children	Total Monthly Expenses (without child expenses)
Link to Edit Entry	1st Mortgage	2nd Mortgage	Equity Line of Credit	Property Taxes	Rental Payments	Homeowner/Renter Insurance	Condo, Maintenance Fees/HOA Fees	Electricity	Water	Natural Gas	Garbage and Sewer	Home Telephone	Cellular Telephone	Repairs and Maintenance	Lawn Care	Pool Care	Pest Control	Internet	Cable Television	Burglar Alarm/Security System	Grocery Items	Meals Outside Home	Drugstore Items	Domestic Help	Other Expenses	Pets	Automobile: Car Payment	Automobile: Gasoline	Automobile: Insurance	Automobile: Repairs and Maintenance	Automobile: Tags and License	Automobile: Tolls and Parking	Second Vehicle, Trailer and/or Boat	Third Vehicle, Trailer and/or Boat	Fourth Vehicle, Trailer and/or Boat	Fifth Vehicle, Trailer and/or Boat	Life Insurance	Disability Insurance	Dry Cleaning and Laundry	Grooming	Clothing	Medical/Dental Expenses (out of pocket)	Prescriptions (out of pocket)	Gifts	Entertainment	Vacations	Travel Expenses Necessary for Parenting Time/Visitation	Retirement/401k Contributions	Publications	Union Dues	School Alumni Dues	Club Membership Dues and Expenses	Religious and Charities	Professional Expenses	Bank Charge/Credit Card Fees	Miscellaneous	Alimony to Other Spouse	Child Support for Other Children	Total Monthly Expenses (without child expenses)

Children Expenses

Link to Edit Entry	First	Last	Child Care - School Year	Child Care - Summer	School Tuition and Uniforms	Private Lessons	Tutoring	Lunch Money	Allowances	Clothing	Cellular Telephone	Medical/Dental (Out of Pocket)	Pyschiatric/pyschological/counseling (out of pocket)	Prescriptions (out of pocket)	Grooming	Gifts for Others, Entertainment, Toys	Books/Publications	Summer Camps	Sports and Extra Curricular Activities	Other	Total Expenses - Child 1	First	Last	Child Care - School Year2	Child Care - Summer2	School Tuition and Uniforms2	Private Lessons2	Tutoring2	Lunch Money2	Allowances2	Clothing2	Cellular Telephone2	Medical/Dental (Out of Pocket)2	Pyschiatric/pyschological/counseling (out of pocket)2	Prescriptions (out of pocket)2	Grooming2	Gifts for Others, Entertainment, Toys2	Books/Publications2	Summer Camps2	Sports and Extra Curricular Activities2	Other2	Total Expenses - Child 2	First	Last	Child Care - School Year3	Child Care - Summer3	School Tuition and Uniforms3	Private Lessons3	Tutoring3	Lunch Money3	Allowances3	Clothing3	Cellular Telephone3	Medical/Dental (Out of Pocket)3	Pyschiatric/pyschological/counseling (out of pocket)3	Prescriptions (out of pocket)3	Grooming3	Gifts for Others, Entertainment, Toys3	Books/Publications3	Summer Camps3	Sports and Extra Curricular Activities3	Other3	Total Child 3 Expenses	Total Expenses for Children	Total Number of Children on Health Insurance (include health, dental and vision)	Total Cost for Children on Health Insurance (do not include the cost for employee or spouse)	Total Cost for Health Insurance per Child
Link to Edit Entry	First	Last	Child Care - School Year	Child Care - Summer	School Tuition and Uniforms	Private Lessons	Tutoring	Lunch Money	Allowances	Clothing	Cellular Telephone	Medical/Dental (Out of Pocket)	Pyschiatric/pyschological/counseling (out of pocket)	Prescriptions (out of pocket)	Grooming	Gifts for Others, Entertainment, Toys	Books/Publications	Summer Camps	Sports and Extra Curricular Activities	Other	Total Expenses - Child 1	First	Last	Child Care - School Year2	Child Care - Summer2	School Tuition and Uniforms2	Private Lessons2	Tutoring2	Lunch Money2	Allowances2	Clothing2	Cellular Telephone2	Medical/Dental (Out of Pocket)2	Pyschiatric/pyschological/counseling (out of pocket)2	Prescriptions (out of pocket)2	Grooming2	Gifts for Others, Entertainment, Toys2	Books/Publications2	Summer Camps2	Sports and Extra Curricular Activities2	Other2	Total Expenses - Child 2	First	Last	Child Care - School Year3	Child Care - Summer3	School Tuition and Uniforms3	Private Lessons3	Tutoring3	Lunch Money3	Allowances3	Clothing3	Cellular Telephone3	Medical/Dental (Out of Pocket)3	Pyschiatric/pyschological/counseling (out of pocket)3	Prescriptions (out of pocket)3	Grooming3	Gifts for Others, Entertainment, Toys3	Books/Publications3	Summer Camps3	Sports and Extra Curricular Activities3	Other3	Total Child 3 Expenses	Total Expenses for Children	Total Number of Children on Health Insurance (include health, dental and vision)	Total Cost for Children on Health Insurance (do not include the cost for employee or spouse)	Total Cost for Health Insurance per Child

Assets

Retirement Account1	Retirement Account2	Retirement Account3	Retirement Account4	Retirement Account5	Non-Retirement Account1	Non-Retirement Account2	Non-Retirement Account3	Non-Retirement Account4	Non-Retirement Account5	Non-Retirement Account6	Bank Account1	Bank Account2	Bank Account3	Bank Account4	Bank Account5	Bank Account6	Real Property1	Fair Market Value RP1	Loans RP1	Equity RP1	Real Property2	Fair Market Value RP2	Loans RP2	Equity RP2	First vehicle, trailer or boat in your name	Second vehicle, trailer or boat in your name	Third vehicle, trailer or boat in your name	Fourth vehicle, trailer or boat in your name	Fifth vehicle, trailer or boat in your name	Business1	Business2	Business3
Retirement Account1	Retirement Account2	Retirement Account3	Retirement Account4	Retirement Account5	Non-Retirement Account1	Non-Retirement Account2	Non-Retirement Account3	Non-Retirement Account4	Non-Retirement Account5	Non-Retirement Account6	Bank Account1	Bank Account2	Bank Account3	Bank Account4	Bank Account5	Bank Account6	Real Property1	Fair Market Value RP1	Loans RP1	Equity RP1	Real Property2	Fair Market Value RP2	Loans RP2	Equity RP2	First vehicle, trailer or boat in your name	Second vehicle, trailer or boat in your name	Third vehicle, trailer or boat in your name	Fourth vehicle, trailer or boat in your name	Fifth vehicle, trailer or boat in your name	Business1	Business2	Business3

Liabilities

Link to Edit Entry	Liability1	Liability2	Liability3	Liability4	Liability5	Liability6	Liability7	Liability8
Link to Edit Entry	Liability1	Liability2	Liability3	Liability4	Liability5	Liability6	Liability7	Liability8