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ONE Budget

Step 1 of 11 – Personal Information

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Name
First Last
Primary Email
Phone

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Mortgage/Rent Monthly
Homeowners Insurance Monthly
Utilities Monthly
Maintenance Monthly
Total Monthly Housing*

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Car Payment Monthly
Gas/Maintenance/License Monthly
Auto Insurance Monthly
Parking/Rideshare/Tolls/Bus/Train Monthly
Total Monthly Transportation

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Groceries/Instacart Monthly
Clothing/Dry Cleaning Monthly
Domestic Help Monthly
Total Monthly Household

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Health Insurance Monthly
Fitness & Mental Wellness Monthly
Mental Health Monthly
Membership Fees Monthly
Medical/Dental/Drugs Monthly
Life Insurance Monthly
Disability Income Insurance Monthly
Total Monthly Wellness

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Personal Care Monthly
Professional Dues Monthly
Child Care Monthly
Education/School Monthly
Cash/Allowances Monthly
Total Monthly Personal Responsibility

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Credit Card Payments Monthly
Personal Loan Payments Monthly
Non-Qualified Savings Monthly
College Savings Monthly
Special Purchase Savings Monthly
Vacation Fund Monthly
Fun Money Monthly
Total Monthly Loan Payments
Total Personal Responsibility
Total Monthly Variable or Discretionary

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Household Furnishings Monthly
Recreation/Club Dues Monthly
Dining Out Monthly
Movies/Sporting Events Monthly
Babysitters Monthly
Hobbies Monthly
Vacation/Travel Monthly
Total Monthly Entertainment

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Gifts/Contributions Monthly

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Property Taxes Annually
Federal Income Taxes Monthly
State Income Taxes Monthly
FICA/Self-Employ. Taxes Monthly
Estimated Annual Taxes Paid

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Total Monthly Discretionary Expenses
Total Monthly Expenses
Total Annual/Periodic Expenses

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Contact Us Call Us: 855-663-9584

Investment Advisory Services offered through One Wealth Management Investment and Advisory Services, LLC, an SEC Registered Investment Adviser. One Wealth Management Investment and Advisory Services, LLC’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of One Wealth Management Investment and Advisory Services, LLC’s website on the Internet should not be construed by any consumer and/or prospective client as One Wealth Management Investment and Advisory Services, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. For information pertaining to the registration status of One Wealth Management Investment and Advisory Services, LLC, please contact the SEC, FINRA or the state securities regulators for those states in which, One Wealth Management Investment and Advisory Services, LLC maintains a filing. A copy of One Wealth Management Investment and Advisory Services, LLC’s current written disclosure statement discussing, One Wealth Management Investment and Advisory Services, LLC’s business operations, service, and fees is available from One Wealth Management Investment and Advisory Services, LLC upon written request. For the most recent versions of the Firm’s registration status and business operations visit the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

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Client Relationship Summary ¦ ADV Part 2A Brochure ¦ ADV Part 2B

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