|
|
|
|
|
|
|
|
|
|
|
Do you agree we need to make enough money to stop our deficit spending and rebuild our reserves?
|
NO
| |
| |
| |
| |
YES
|
|
|
|
|
|
|
|
|
|
Do you agree we need $XXX to make up per month to fund deficit spending and rebuild reserves?
|
NO
|
How much do you think we need?
|
| |
| |
| |
YES
|
|
|
|
|
|
|
|
|
|
Do you agree that there are three ways to fund our needs: increasing income, reducing expenses, and/or selling the house and living off the proceeds?
|
NO
|
What other options do you see?
|
| |
| |
| |
YES
|
|
|
|
|
|
|
|
|
|
Do you agree reducing expenses alone will not fund our needs?
|
| |
| |
| |
| |
YES
|
|
|
|
|
|
|
|
|
|
Do you want to sell the house to fund our needs?
|
YES
|
Ok, let's sell the house, use your parents address to keep the boys in WW, and find a more modest place in Montgomery County.
|
| |
| |
| |
NO
|
|
|
|
|
|
|
|
|
|
Do you agree the only other option is increasing income, since you don't want to sell the house?
|
NO
|
What other options do you see?
|
| |
| |
| |
YES
|
|
|
|
|
|
|
|
|
|
Do you agree Steve should not seek a job hoping for more money because he would not vest in his pension?
|
NO
|
Please explain how this is a good idea.
|
| |
| |
| |
|
|
|
|
|
|
|
|
|
Family Financial Plan
More flowcharts
