Life

L-I-F-E Worksheet

LOANS

• car, home, credit cards, etc.

INCOME

• 70% of your annual income times number of years needed

FINAL EXPENSES

• funeral, headstone, memorial service, celebration of life, etc.

EDUCATION & EMERGENCY FUND

• depends on life stage

L-I-F-E = TOTAL $$ NEEDED

• we need to do the math