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 46094