YAY! Budgets! :-)

Here's a form and checklist of everything I'll need from you so we can get prepared for our one-on-one budget session. Please feel free to upload to our shared Google Drive or another file sending service.

Personal Information
Name *
Name
What's you address? *
What's you address?
Phone number, please. *
Phone number, please.
What's the best number to reach you?
What's your date of birth?
What's your date of birth?
Tell me about your family life. Check all that apply. *
May I have their full names and birthdates, please?
Taxes
Please upload the last tax return you filed to your Google Drive folder. Feel free to slap a password on your files for extra security. You can email me the password. *
Personal Bank Account and Credit Card Statement Upload
In the section below, I'll ask you to upload your personal checking, savings and credit card statements to our shared Google Drive folder. I'll need statements for the last 12 months. For example, August 2014 through August 2015.
Please upload all of your personal checking account statements for the last 12 months (ex August 2014 through August 2015) to our shared Google Drive folder. If you have multiple accounts, please use separate folders for each account.
Please upload all of your personal credit card account statements for the last 12 months (ex August 2014 through August 2015) to our shared Google Drive folder. If you have multiple accounts, please use separate folders for each account.
Please upload all of your personal savings account statements for the last 12 months (ex August 2014 through August 2015) to our shared Google Drive folder. If you have multiple accounts, please use separate folders for each account.
JOB
Below you'll need to upload your most recent pay stubs if you have pay stubs. If you work for yourself and don't run a payroll, check "I don't have a pay stub".