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    Personal Financial Security Plan Worksheet For Disability Insurance

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    anas fassi
    Cedar Financial Planning is a financial planning firm located at 1056 Haliburton Ave in Oswego, NY. They provide personal financial security plans to help clients estimate their monthly income and expenses if they became disabled in order to assess how well their finances would hold up during the first six months without income. The document is a template for a client to fill out with their monthly income sources, expenses, and calculation of whether they would have more or less income than expenses if disabled.

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    Personal Financial Security Plan Worksheet For Disability Insurance

    Uploaded by

    anas fassi
    3 views1 page
    Cedar Financial Planning is a financial planning firm located at 1056 Haliburton Ave in Oswego, NY. They provide personal financial security plans to help clients estimate their monthly income and expenses if they became disabled in order to assess how well their finances would hold up during the first six months without income. The document is a template for a client to fill out with their monthly income sources, expenses, and calculation of whether they would have more or less income than expenses if disabled.

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    Personal Financial Security Plan Worksheet for Disability Insurance

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    Cedar Financial Planning is a financial planning firm located at 1056 Haliburton Ave in Oswego, NY. They provide personal financial security plans to help clients estimate their monthly income and expenses if they became disabled in order to assess how well their finances would hold up during the first six months without income. The document is a template for a client to fill out with their monthly income sources, expenses, and calculation of whether they would have more or less income than expenses if disabled.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    3 views1 page

    Personal Financial Security Plan Worksheet For Disability Insurance

    Uploaded by

    anas fassi
    Cedar Financial Planning is a financial planning firm located at 1056 Haliburton Ave in Oswego, NY. They provide personal financial security plans to help clients estimate their monthly income and expenses if they became disabled in order to assess how well their finances would hold up during the first six months without income. The document is a template for a client to fill out with their monthly income sources, expenses, and calculation of whether they would have more or less income than expenses if disabled.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as docx, pdf, or txt
    of 1

    Cedar Financial Planning

    1056 Haliburton Ave., Oswego, NY


    Looking after your Financial Health is our promise.

    Personal Financial Security Plan

    Name _______________________________ Date______________________

    Monthly
    Amount ($)
    Income While Disabled
    Spouse’s Monthly Income
    Employer Sick Pay
    Disability Insurance Payments
    Income from Regular Savings/Investments
    Other Sources of Income
    Estimated Total Monthly Income:

    Expenses While Disabled


    Income Taxes
    Mortgage & Taxes or Rent Payments
    Utilities (Heat, Phone, Electricity, Water)
    Food
    Transportation Expenses (Car Payments, Gas, Repairs)
    Medical/Dental Care Expenses
    Retirement Plan Contributions
    Other (Childcare, Entertainment, Tuition, Savings)
    Estimated Total Monthly Expenses:

    Based on your estimates, if you became disabled and lost your income, you would have
    $_____________ (more/less) income than expenses during the first six months of disability.

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