FINANCIAL SNAPSHOT
CLASS START DATE (MMVDD/VY) CLASS LOCATION CODE
FIRST NAME ‘SPOUSE FIRST NAME
psu Complete this form online at
daveramsey.com/fpumember
COORDINATOR FIRST NAME ‘COORDINATOR LAST NAME
‘Complete information in column 2, session #3, based upon your current financial situation since you started applying
the ‘Financial Peace’ principles; even if you started applying them prior to taking the FPU class.
‘Areas to work on Session Session Session Session
IMMEDIATELY 3 é 9 12
Have a budget that works? | OYes ONo | OYes ONo | OYes ONo | OYes ONo
Paying necessities
before creditors? Oves ONo | OYes ONO | OYes ONo | OYes ONo
Cut up all credit cards? Oves ONo | OYes ONO | OYes ONO | OYes ONo
Living on envelope system? | OYes ONo | OYes ONo | OYes ONo | OYes ONo
How many envelopes?
$1000 in emergency fund? | OYes ONo | OYes ONo | Oves ONo | OYes ONo
Amount now in fund? s| s| s s
Giving to worthy causes? OYes ONo | Oves ONo | OYes ONO | OYes ONo
Using the buddy system? OYes ONo | OYes ONo | OYes ONo | OYes ONo
Debts paid? OYes ONo | OYes ONo | OYes ONo | OYes ONo
How much $$ so far? g sl sl sl
3-6 months expenses saved?/ OYes ONo | OYes ONo | OYes ONo | OYes ONo
How many months saved?
Saving now for major OYes ONo | OYes ONo | OYes ONO | OYes ONo
purchases?
List types.
Funding pre-tax savings? Yes ONo | OYes ONo | OYes ONO | OYes ONo
College funding started? OYes ONo | OYes ONo | OYes ONo | OYes ONo
Paying extra on mortgages? | _OYes ONo | OYes ONo | OYes ONo | OYes ONo
Walkingin Financial Peace? | _OYes ONo | OYes ONo | OYes ONo | OYes ONo
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