The Client Training Portal-
The Client Expense form will allow us to determine your monthly expenses. Please provide the monthly amount you spend in each category. As always, the exact amount is the best answer, but if you do not have the information available or just don’t know, provide a “best” guess. Using a best guess will allow us to closely approximate your expenses. Enter dollar amounts in the following format “$45.98.”
This information is to determine your expenses ultimately a a budget. We can discuss your budget in your next conference with us.