Debt Elimination Data Input
Client Information
Client Info Spouse Info
Courtesy Title
First Name
Last Name
Birthdate (mm-dd-yyyy)
Occupation
Employer
Street Address
Street Address - additional
City
State
Zip Code
Phone
Email Address
Marital Status
+ Liabilities
Description Liability type Balance ($) Rate (%) Payment ($) Min payment ($) Responsible party
1
2
3
4
5
6
7
8
9
10
+ Additional Debt Payments
Extra monthly payment
One-time payment
One-time payment month
One-time payment year
+ Rate Assumptions
Debt payoff order
Before-tax investment return