PROJECTED LIVING EXPENSES

Monthly or Annually

Housing
Mortgage Principle Payment
Mortgage Interest Payment
Homeowners/Renters Insurance
Property Tax
Homeowner's Association Dues
Earthquake Insurance
Rent
Sub-Total 0 0

Housing Maintenance
Road maintenance
Lawn Care/Pest Control/Pool Service
Domestic Help
Sub-Total 0 0

Utilities
PG&E/Propane/Firewood
Water
Garbage service or dump fees
Cable TV
Satellite
Telephone
Cell Phone/pager
Internet Access
Sub-Total 0 0

Food & Household:

Groceries
Household Supplies
Lunches
Sub-Total 0 0

Meals out
Sub-Total 0 0

Clothing
Laundry
Dry Cleaning/Alterations
Clothing Purchases Adult(s)
Sub-Total 0 0

Transportation
Automobile Payment
Automobile Insurance
Auto Fuel
Auto Repair/Auto club
Parking
Mass Transit/Bridge tolls
DMV Registration
Smog Check
Sub-Total 0 0
 PROJECTED LIVING EXPENSES

Monthly or Annually

Insurance
Life Insurance
Type ___________________
Health Insurance
Dental Insurance
Disability Insurance
Long Term Health Care Insurance
Sub-Total 0 0

Medical, Dental & Vision Costs

Co-pays
Prescriptions
Counseling/Therapy
Non-covered Items
Physical Therapy
Acupuncture
Chiropractor
Vitamins/supplements
Other
Sub-Total 0 0

Adult Education
Tuition, fees
Books, supplies
Work related continuing education
Sub-Total 0 0

Entertainment/Recreation
Hobbies
Clubs & Membership Fees
Movies,Theatre, Concerts etc.
Video Rental
Vacation/Travel
Gifts (Holidays, Birthdays, Weddings etc.)
Sub-Total 0 0

Donations

Charitable/religious donations
Sub-Total 0 0
Other

Pets (Vet, food, pet sitter etc.)

Personal (Hair cuts, nails, Etc.)
Prof fees (tax prep, investment, other)
Home Furnishings
Savings or retirement
Support of other family members
(parents, former spouse, other children)
Non-Reimbursed Business Expense
Newspaper/Magazine Subscriptions
 PROJECTED LIVING EXPENSES

Monthly or Annually
Sub-Total 0 0

Monthly Payments
Monthly payments (itemized below)
Sub-Total 0 0

Installment Payments
For Balance Payment

Sub-Total 0 0

TOTAL 0 0

Securities offered through Natalie A. Leininger as a Registered Representative of

National Planning Corporation, Inc., (NPC) Member FINRA/SIPC.
Advisory Services offered through Sterling Financial Services, Inc.,
a Registered Investment Advisor. NPC and SFS are separate and unrelated companies.
 Monthly or Annually

Children's Activities
Tuition
% Annual Increase _______
After School Activities
Sports, Lessons, etc.
Addt'l School Expenses
Day Care/Afterschool care/In home help
Babysitter
Camp
College Living Expenses
Clothing Purchases Children

TOTAL 0 0