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Current Financial Circumstances to Consider in Purchasing Decisions
Non-Retirement Savings: Debt Pmts./Mo. devis Retirement
Non-Ret. Assets Mos. of Reserves: Total Cons. Debt: C-Flow:
Current Cash Flow: 0-5 "Earn Score":
Enjoy/Invest Description Invest or Enjoy Desire Level Cost / Month # of Mos. to Pay One-Time Cost Date Req'd (Optional) Ret. Liq. Cost Ret. Cost/Mo. Shopped For Price
I Shopped
Things I Invest Totals
Things I Enjoy Totals
A High Importance Totals
$ $ I Shopped
B Important Totals
$ I Shopped
C Not Important Totals
$ I Shopped