Millionaire in the Making - Rae Michelle Planners

Want Rachel to build YOUR roadmap to millionaire status?
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 and/or website.

(No personal information will be shared.)

We 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?

How often are you paid? (Bi-weekly = every 2 weeks; semi-monthly = 2 times per month)

What is the gross amount of each of your paychecks?

When was your most recent payday?

What comes out of each of your paychecks?

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

How often is your partner paid?

What is the gross amount of each of your partner's paychecks?

What comes out of each of your partner's paychecks?

When was your partner's most recent payday?

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

What is the current balance of your emergency fund?

If you own a home, how does your mortgage payment break down?

Please list your debts in the following format: Name, Current Balance, Interest Rate, Minimum Payment (include your mortgage!)

Please provide basic information regarding your SAVING habits: Bucket name, Current balance, Goal, Monthly contribution

Please provide basic information regarding your investing habits: Account type, Current balance, Monthly contribution (include your 401k!)

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

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

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

Now let's list bills/expenses. Include amount and due date if you want the most accurate budget!
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 Rachel has questions and you don't mind being contacted to provide clarification or additional details, please enter your FIRST NAME and EMAIL ADDRESS here:

How did you hear about Millionaire in the Making?

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