Forecast

1) Name & Budget
$
(take home pay)
$
(exclude mortgage)
2) Debts
$
(incl. additional payments, PITI)
(leave blank if no mortgage)
$
(incl. credit cards, auto loans, etc.)
$
(total monthly debt payment)
3) Investments
$
(i.e. post-tax non-retirement accounts)
$
(i.e. 401k, IRA)
$
(yearly addition, incl. company match)
$
(i.e. Roth IRA)
4) Intrest & withdrawal rates
(.07 if you don't know)
(.04 if you don't know)