MORTGAGE OR RENT
How much is your payment each month?
CREDIT CARDS
Any balance you are paying off, not your monthly spending
OTHER LOANS
Total of car payment, financed purchase, etc.
HOUSEHOLD EXPENSES (see Cash Flow Worksheet)
Your typical monthly spending on groceries, hobbies, entertainment etc.
TOTAL AVAILABLE FOR COLLEGE PER YEAR
4 YEAR COLLEGE SPENDING CEILING
Make a note of this number (we do not store your info!) for future use, or to share with your financial advisor.
