Family Analysis

"We didn’t know where to start. There was so much information and you prepared us to take the right steps. Searching for the right college for our daughter and preparing for the new monthly bill we would be receiving was so overwhelming. Your guidance eased the process for us. Thank you!"

-Tim and Tammy Barkei

The following information is required to assess your current financial aid eligibility and to begin the process of college planning for your family. You may provide this information by opening the attached form, saving it to your computer, filling it and sending it to us by email or by fax.

Lighthouse Financial Group Inc.
Financial Analysis

(All information is held in the strictest confidence)

Single (Never Married)Married / Re-MarriedDivorcedWidow Invalid Input		/ Other: Invalid Input
Father's Name: Please type full name. (Father)	Mother's Name: Please type full name. (Mother)
Address: Please type your address.	City: Please type your city.	State: Please type your state.	Zip: Please type your zip code.
Home Phone: Please type your home phone number.	Father's Cell: Invalid Input	Mother's Cell: Invalid Input
E-mail: Invalid email address.	Other Phone: Invalid Input
Affiliation: Please type your affiliation.	US Citizen? YesNo Invalid Input	If not a US Citizen, please provide Alien # Please type your citizenship.

	DOB	Smoker	Health	Employer	Occupation	Length
Father	Null	YesNo Invalid Input	GreatFairPoor Invalid Input	Null	Null	Null
Mother	Null	YesNo Invalid Input	GreatFairPoor Invalid Input	Null	Null	Null
Would you and/or your place of work be open to students job shadowing?				YesNo Invalid Input

Student(s):
Name	Sex	DOB	Grad. Year	GPA	Ranking	PLAN Score	ACT Score	HS is or will attend
Null	Null	Null	Null	Null	Null	Null	Null	Null
Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input
Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input
Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input

Extra Curricular Activities / Sports:
Student #1	Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input
Student #2	Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input

College:
	College (1st Choice)	College (2nd Choice)	College (3rd Choice)	College (4th Choice)	College (5th Choice)
Student #1	Null	Invalid Input	Invalid Input	Invalid Input	Invalid Input
Student #2	Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input

Income and Assets:
	Father	Mother	Child	Child
Gross Annual Income	Null	Null	Invalid Input	Invalid Input
Net Income per Paycheck	Null	Null	Invalid Input	Invalid Input
Pay Period (Weekly, Bi-weekly, Monthly, Semi-Monthly)	Null	Null	Invalid Input	Invalid Input
Checking/Savings Balance/UTMA/UGMA	Null		Invalid Input	Invalid Input
Non-Qualified (Stocks, Bonds, CDs, money market)	Null		Invalid Input	Invalid Input
Adjusted Gross Income (1040, line 37)	Null		Invalid Input	Invalid Input
Federal Tax (1040, line 57)	Null		Invalid Input	Invalid Input
Deductions (1040, line 40) & W-2, box 12)	Null		Invalid Input	Invalid Input
Subject to Alternative Minimum Tax	YesNo Invalid Input		Invalid Input	Invalid Input
	Pre-Paid Tuition:		Null	Invalid Input
	College 529:		Null	Invalid Input

Retirement (please include pension information):
Account owner	Value	Employee annual $ contribution	Employer annual $ contribution	Type
Null	Null	Null	Null	Null
Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input
Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input
Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input
What is the matching formula for any employer contributions?		Null

Life Insurance:
Insured	Type	Death Benefit	Cash Value	Annual Premium
Null	Null	Null	Null	Null
Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input
Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input
Invalid Input	Invalid Input	Invalid Input	Invalid Input	Invalid Input

Residence / Property:
	Primary Mortgage	Secondary Mortgage	Home Equity Line of Credit	Other Property #1	Other Property #2	Other Property #3	Other Property #4
Current Value / Available Credit	Null	Null	Null	Invalid Input	Invalid Input	Invalid Input	Invalid Input
Mortgage Balance	Null	Null	Null	Invalid Input	Invalid Input	Invalid Input	Invalid Input
Purchase Price	Null	Null		Null	Invalid Input	Invalid Input	Invalid Input
Mo. Payment (P&I)	Null	Null	Null	Invalid Input	Invalid Input	Invalid Input	Invalid Input
Escrow Payment	Null	Null		Null	Invalid Input	Invalid Input	Invalid Input
Term	Null	Null	Null	Invalid Input	Invalid Input	Invalid Input	Invalid Input
Interest Rate & Type	Null	Null	Null	Invalid Input	Invalid Input	Invalid Input	Invalid Input
Purchase Date (Month/Year)	Null	Null	Null	Invalid Input	Invalid Input	Invalid Input	Invalid Input
Refinance Date (Month/Year)	Null	Null	Null	Invalid Input	Invalid Input	Invalid Input	Invalid Input
Business / Personal				Invalid Input	Invalid Input	Invalid Input	Invalid Input
Income				Invalid Input	Invalid Input	Invalid Input	Invalid Input
If do not own, what is your monthly rent?			Invalid Input

Debt:
	Auto #1	Auto #2	Credit Card(s)	Other: Invalid Input
Current Value	Null	Invalid Input		Invalid Input
Balance	Null	Invalid Input	Invalid Input	Invalid Input
Mo. Payment	Null	Invalid Input	Invalid Input	Invalid Input
Term	Null	Invalid Input	Invalid Input	Invalid Input
Rate	Null	Invalid Input	Invalid Input	Invalid Input
Purchase / Refinance Date	Null	Invalid Input		Invalid Input

Discretionary Income per month (income left over after paying mortgage, utilities, credit cards, entertainment, etc.)	Invalid Input
Do you receive / pay (please circle one) child support through the courts?	YesNo Invalid Input
If yes, how much per month?	Invalid Input

Bankruptcy: YesNo Invalid Input	Tax Liens: YesNo Invalid Input	Judgements: YesNo Invalid Input

Lighthouse Financial Group Inc. Financial Analysis

Lighthouse Financial Group Inc.
Financial Analysis