Financial Scouting Report - Fundare Ventures

Part 1: Your Net Worth (Your Current Score)

Assets (What You Own)

Cash (Checking, Savings)

Retirement Accounts (401k, IRA)

Investment Accounts

Home (Estimated Value)

Vehicles (Estimated Value)

Other Valuables

Total Assets (A) $0.00

Liabilities (What You Owe)

Mortgage Balance

Student Loan Debt

Auto Loans

Credit Card Debt

Personal Loans / Other

Total Liabilities (B) $0.00

Your Net Worth (A - B) = $0.00

Part 2: Your Savings Rate (Your Offensive Power)

Take-Home Pay (Monthly, After Taxes)

Retirement Contributions (401k, IRA)

Other Savings & Investments

Your Savings Rate = 0.0%

Part 3: The Spending Audit (Reviewing the Game Tape)

Housing & Utilities

Mortgage/Rent

Property Tax

Electricity

Gas/Oil

Water/Sewer

Internet/Cable

Food

Groceries

Restaurants/Takeout

Transportation

Gas/Fuel

Car Insurance

Maintenance/Repairs

Personal & Family

Cell Phone

Health Insurance

Clothing

Subscriptions

Childcare/Education

Entertainment

Total Monthly Spending = $0.00

Part 4: Your Values (Defining Your "Why")

Money is just a tool. What do you want it to *do* for you? Select your top 3-5 values.

The Financial Scouting Report