Name* First Last Email* Company* I am interested in* Select All Debt Consolidation/pay down strategies Financial Plan Tax Strategies Insurance Coverage Review College Expense Planning Other Debt Consolidation/pay down strategiesTotal debt by individual accountInterest RatesCurrent pay down strategyFinancial PlanCurrent total house hold income Estimated total monthly expenses outside of liabilities Total Liabilities/interest rates/ original balance/current balance/termCurrent cash Current investments Personal property(real estate, jewelry, automobiles, etc.) House/Rent Payment Desired Retirement date Estimated SS income if available Tax StrategiesPlease email or fax us a copy of previous year’s tax return to education@financialwellness4life.com or 214-637-9595 (fax).Has there been any substantial life changes during the past year(Child, marriage, new job, home purchase etc.) Insurance Coverage ReviewPlease email of fax us copies of current policies(can be Home/Auto, Life, LTC, or Disability)Has there been any substantial life changes during the past year(Child, marriage, new job, home purchase etc.) Do plan to leave behind a substantial estate at your passing? College Expense PlanningChildren names, DOB, and desired school(if available)Amount of college expenses you plan to cover Other: Please summarize to the best of your abilities what specific situation you need consultation from one of our professionals for 45640