Debt Elimination

Use this planning tool to create a professional debt elimination analysis for your clients and prospects. After completing the information, click the Submit button to generate a PDF report.
Contact Information
Client Spouse  
First name  
Last name  
Address  
City  
State  
Zip  
Phone  
Advisor Information
Advisor name  
Title  
Company name  
Address1  
Address2  
City  
State  
Zip  
Phone  
Assumptions
Debt ordering  
Interest earned on new savings (%)  
Current Debt Information
Creditor Balance Minimum
Payment		 Actual
Payment		 Interest
Rate		  
Debt-1 ($)  
Debt-2 ($)  
Debt-3 ($)  
Debt-4 ($)  
Debt-5 ($)  
Debt-6 ($)  
Debt-7 ($)  
Debt-8 ($)  
Debt-9 ($)  
Debt-10 ($)  
Debt-11 ($)  
Debt-12 ($)  
Debt-13 ($)  
Debt-14 ($)  
Debt-15 ($)  
Debt-16 ($)  
Debt-17 ($)  
Debt-18 ($)  
Debt-19 ($)  
Debt-20 ($)  
Additional Debt Payments
Extra monthly payment ($)  
One-time payment ($)  
One-time payment  
One-time payment  
   

Additional Information

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This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. The calculations do not infer that the company assumes any fiduciary duties. The calculations provided should not be construed as financial, legal or tax advice. In addition, such information should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.

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