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Get Financial Planning Worksheet for Career Transition

Check stubs or a listing of other sources of income PP Current Credit Report (www.annualcreditreport.com) PP Listing of current living expenses (mortgage or rent amount, food, childcare, entertainment, personal care, subscriptions, etc.) PP Current bank and mortgage statements PP Investment and retirement account statements PP Pencil and Calculator PP Current Bills (Monthly Amount and Total Balances Due) OO OO OO OO OO OO OO OO OO OO Utility Bills Phone Bills (Home/Cell) Cable/Satellite Intern.

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