Build my Beautiful Budget - Rae Michelle Planners

Want me to build YOUR beautiful budget?
Fill in the form below to be considered!

By submitting this form, you agree to have your new budget shared via the Rae Michelle Planners social media profiles.

(No personal information will be shared.)

I recommend having your latest pay stub handy as well as your bank app to view bill amounts!

Where do you currently live?

Who is involved in your budget besides yourself?

Ages of the adults in your budget?

If you have children, how many?

What is your household annual gross income?

What is your job title?

What is your spouse's/partner's job title?

How often is every adult in your budget paid? (Bi-weekly = every 2 weeks; semi-monthly = 2 times per month)

What were the take-home pay amounts for your last paychecks?

What comes out of each paycheck?

If anyone in your budget receives variable pay, please provide the range of paycheck amounts:

What is the current balance of your emergency fund?

Please list your debts in the following format: Name, Current Balance, Interest Rate, Minimum Payment

Please provide details regarding your savings buckets (sinking funds) in this format: Description, Balance, Goal

Please provide basic information regarding your investing habits: Account type, Current Balance, Monthly contribution

Does your employer sponsor a retirement plan like a 401k or 403b?

Yes No

Does your employer offer a match to your employer-sponsored plan contributions?

Yes No

If yes to the above, what is the match amount?

Now let's list bills/expenses. Include amount and due date for bonus points!
Rent:

Mortgage

Daycare

Tithes/giving

Electric/gas

Water

Internet

Cell phone

Netflix

Hulu

Spotify

Other subscriptions

Auto insurance

Renter's insurance

Life insurance (only if this is taken out AFTER your paycheck)

Health insurance (only if this is taken out AFTER your paycheck)

Auto loan minimum payment

CC minimum payment

Student loan minimum payment

Pet costs (enter MONTHLY estimate)

Groceries (enter MONTHLY estimate)

Dining Out (enter MONTHLY estimate)

Gas/transportation costs (enter MONTHLY estimate)

Please list any remaining expenses & their amounts using the space below.

What's something you'd like to accomplish in the next 3-6 months?

Anything else you'd like me to know before I build your budget?

If you'd like me to contact you if your budget is selected, please enter your FIRST NAME and EMAIL ADDRESS here:

Want me to build YOUR beautiful budget? Fill in the form below to be considered!

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Want me to build YOUR beautiful budget?
Fill in the form below to be considered!