About
- Calendar
Online Access
- Private Clients
- Corporate Clients
Products & Services
Blog
Contact
- Our Locations
- Directory
Call: 855-663-9584

ONE Budget

Step 1 of 11 – Personal Information

0%

Name
First Last
Primary Email
Phone

Save and Continue Later

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

Save and Continue Later

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

Save and Continue Later

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

Save and Continue Later

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

Save and Continue Later

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

Save and Continue Later

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

Save and Continue Later

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

Save and Continue Later

Gifts/Contributions Monthly

Save and Continue Later

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

Save and Continue Later

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

Save and Continue Later

Δ

Securities products and advisory services offered through the dually registered broker dealer and SEC registered investment adviser Park Avenue Securities LLC (PAS), member FINRA/SIPC. Investment advisory and financial planning services can also be offered through Park Avenue Investment Advisory, LLC, a Registered Investment Advisor. Park Avenue Investment Advisory, LLC is registered with the Securities and Exchange Commission as an investment adviser. Certain Investment Adviser Representatives (IARs) affiliated with One Wealth Management, Inc are IARs of Park Avenue Investment Advisory, LLC. One Wealth Management, Inc may also have Registered Representatives and Investment Adviser Representatives (IARs) who are registered with Park Avenue Securities LLC. Park Avenue Investment Advisory, LLC is an indirect, wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian) and PAS is a direct wholly owned subsidiary of Guardian. Both PAS and Park Avenue Investment Advisory, LLC are located at 10 Hudson Yards, New York, NY 10001. One Wealth Management, Inc is not an affiliate or subsidiary of PAS, Park Avenue Investment Advisory, LLC or Guardian Life Insurance Company of America.

This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

Important Disclosures | Terms of Use | Online Privacy Statement 2023-153243 Exp 4/25.

This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.

© 2021 One Wealth MGMT. All Rights Reserved.
Powered by True Productions

Check the background of your financial professional on FINRA’s BrokerCheck.