Income

What is your monthly salary/ How much do you plan to make per month after Graduation?

Do you have more than one source of income? If so list the sum of the other monthly values.
Budgeted Expenses
How much is your monthly rent bill?

How much do you typically spend on groceries and food every month?

What is your phone bill?

Do you have a car payment? If so, how much do you spend monthly?

How much do you pay in Auto insurance? (Home?, Life?)

Do you have subscriptions (i.e. Amazon? Spotify? Netflix? TV?) What is the total of these monthly subscriptions?
Retirement Planning / Investments
Do you have a Roth IRA? If so, how much do you want to contribute every month?

Do you plan on making other investment ?(Thrift Savings Plan, Match 401K, Trad IRA, Individual Investments) If so lis
Fed Loan 1
Enter your Federal Loan balance below (This can be found on your Navient account)

What is the interest rate on this loan?

In months, when do you want to have this loan payed off? (For Example 10 years = 120 months)

Do you have more Federal student loans?

Yes

Fed Loan 2
Enter your Federal Loan balance below (This can be found on your Navient account)

What is the interest rate on this loan?

In months, when do you want to have this loan payed off? (For Example 10 years = 120 months)

Do you have more Federal student loans?

Yes

Fed Loan 3
Enter your Federal Loan balance below (This can be found on your Navient account)

What is the interest rate on this loan?

In months, when do you want to have this loan payed off? (For Example 10 years = 120 months)

Do you have more Federal student loans?

Yes

Fed Loan 4
Enter your Federal Loan balance below (This can be found on your Navient account)

What is the interest rate on this loan?

In months, when do you want to have this loan payed off? (For Example 10 years = 120 months)

Do you have more Federal student loans?

yes

Fed Loan 5
Enter your Federal Loan balance below (This can be found on your Navient account)
What is the interest rate on this loan?

In months, when do you want to have this loan payed off? (For Example 10 years = 120 months)

Do you have more Federal student loans?

Yes

Fed Loan 6
Enter your Federal Loan balance below (This can be found on your Navient account)

What is the interest rate on this loan?

In months, when do you want to have this loan payed off? (For Example 10 years = 120 months)

Do you have more Federal student loans?

Yes

Fed Loan 7
Enter your Federal Loan balance below (This can be found on your Navient account)

What is the interest rate on this loan?

In months, when do you want to have this loan payed off? (For Example 10 years = 120 months)

Do you have more Federal student loans?

Yes

Fed Loan 8
Enter your Federal Loan balance below (This can be found on your Navient account)

What is the interest rate on this loan?

In months, when do you want to have this loan payed off? (For Example 10 years = 120 months)

Do you have more Federal student loans?

Yes

Fed Loan 9
Enter your Federal Loan balance below (This can be found on your Navient account)

What is the interest rate on this loan?

In months, when do you want to have this loan payed off? (For Example 10 years = 120 months)

Do you have more Federal student loans?

Yes

Fed Loan 10
Enter your Federal Loan balance below (This can be found on your Navient account)

What is the interest rate on this loan?

In months, when do you want to have this loan payed off? (For Example 10 years = 120 months)

Do you have more Federal student loans?

Yes

Fed Loan 11
Enter your Federal Loan balance below (This can be found on your Navient account)

What is the interest rate on this loan?

In months, when do you want to have this loan payed off? (For Example 10 years = 120 months)

Do you have more Federal student loans?

Yes

Fed Loan 12
Enter your Federal Loan balance below (This can be found on your Navient account)

What is the interest rate on this loan?

In months, when do you want to have this loan payed off? (For Example 10 years = 120 months)

Do you have more Federal student loans?

Fed Loan 1
Enter your Private Loan balance below (If the loan lists a monthly payment and repayment period you can use this to

What is the interest rate on this loan?

In months, when do you want to have this loan payed off? (For Example 10 years = 120 months)

Do you have more Private student loans?

Yes

Fed Loan 2
Enter your Private Loan balance below (If the loan lists a monthly payment and repayment period you can use this to

What is the interest rate on this loan?

In months, when do you want to have this loan payed off? (For Example 10 years = 120 months)

Do you have more Private student loans?

Yes

Fed Loan 3
Enter your Private Loan balance below (If the loan lists a monthly payment and repayment period you can use this to

What is the interest rate on this loan?

In months, when do you want to have this loan payed off? (For Example 10 years = 120 months)

Do you have more Private student loans?

Yes

Fed Loan 4
Enter your Private Loan balance below (If the loan lists a monthly payment and repayment period you can use this to

What is the interest rate on this loan?

In months, when do you want to have this loan payed off? (For Example 10 years = 120 months)

Do you have more Private student loans?

Yes
 Jan
Income 0.00
Budgeted Expenses
Rent $ -
Food $ -
Insurance $ -
Phone $ -
Car $ -
Loan Payments $ -
Subscriptions $ -
Budgeted Surplus / (Deficit) $ -
Roth IRA $ -
Other Investments (Match 401Ks,ETFs, Market Funds, Real Estate, Etc.) $ -
Budgeted Surplus / (Deficit) after Investments $ -
Feb Mar Apr May Jun Jul Aug
0.00 0.00 0.00 0.00 0.00 0.00 0.00

$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
$ - $ - $ - $ - $ - $ - $ -
Sep Oct Nov Dec
0.00 0.00 0.00 0.00 Monthly Earnings
Projected Monthly Expenses
$ - $ - $ - $ - Monthly Investments
$ - $ - $ - $ - Actual Monthly Expenses
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
Loan # Loan Balance Interest % Desired Repayment Period (Months) Interest factor
1 $ - 0.00% 0 #DIV/0!

2 $ - 0.00% 0 #DIV/0!

3 $ - 0.00% 0 #DIV/0!

4 $ - 0.00% 0 #DIV/0!

5 $ - 0.00% 0 #DIV/0!

6 $ - 0.00% 0 #DIV/0!

7 $ - 0.00% 0 #DIV/0!

8 $ - 0.00% 0 #DIV/0!

9 $ - 0.00% 0 #DIV/0!

10 $ - 0.00% 0 #DIV/0!

11 $ - 0.00% 0 #DIV/0!

12 $ - 0.00% 0 #DIV/0!
Payment
$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -
Loan Vendor Loan Balance Repayment Period (Months) Interest Rate
$ - 0 0.00%

$ - 0 0.00%

$ - 0 0.00%

$ - 0 0.00%
Interest Factor Payment
#DIV/0! $ -

#DIV/0! $ -

#DIV/0! $ -

#DIV/0! $ -
Month Payment Interest Principle End Balance Repayment Period (Months)
0 $ - 0
1 $ - 0.00 0.00 0.00
2 $ - 0.00 0.00 0.00
3 $ - 0.00 0.00 0.00
4 $ - 0.00 0.00 0.00
5 $ - 0.00 0.00 0.00
6 $ - 0.00 0.00 0.00
7 $ - 0.00 0.00 0.00
8 $ - 0.00 0.00 0.00
9 $ - 0.00 0.00 0.00
10 $ - 0.00 0.00 0.00
11 $ - 0.00 0.00 0.00
12 $ - 0.00 0.00 0.00
120 $ - 0.00 0.00 0.00
Loan Balance Interest Rate Interest factor Payment
$ - 0.00% #DIV/0! #DIV/0!