SFA Budget Organizer | Shoreline Financial Advisors

Want to know if you are budgeting correctly? Complete our SFA Budget Organizer below to find out.

Please use the following Budget Organizer as a guide to estimate how much you spend annually. Click submit at the bottom to send us your responses.

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Non-Discretionary - Alimony

Non-Discretionary - Child Support

Non-Discretionary - Child Care

Non-Discretionary - Child Activities

Non-Discretionary - Care of Parent/Other

Non-Discretionary - Car Payment

Non-Discretionary - Credit Card Payment

Non-Discretionary - Personal Loan Payment

Non-Discretionary - Student Loan Payment

Non-Discretionary - Bank Charges

Non-Discretionary - Business Expenses

Non-Discretionary - Groceries

Non-Discretionary - Pet Care/Expenses

Non-Discretionary - Other

Discretionary - Charitable Donations

Discretionary - Clothing

Discretionary - Personal Care

Discretionary - Club Dues

Discretionary - Dining

Discretionary - Entertainment

Discretionary - Gifts

Discretionary - Books/Magazines

Discretionary - Hobbies

Discretionary - Recreation

Discretionary - Vacation/Travel

Discretionary - Other

Discretionary - Cash/Miscellaneous

Vehicle - Vehicle Insurance

Vehicle - Personal Property Tax

Vehicle - Fuel

Vehicle - Repairs/Maintenance

Vehicle - Parking/Tolls

Vehicle - Public Transportation

Vehicle - Other

Home - Mortgage/Rent

Home - Equity Line

Home - Real Estate Tax

Home - Homeowner's Insurance

Home - Association Fees

Home - Electricity

Home - Gas/Oil

Home - Trash Pickup

Home - Water/Sewer

Home - Cable/Satellite TV

Home - Internet

Home - Telephone (Landline)

Home - Cell Phone

Home - Household Items

Home - Laundry/Dry Cleaning

Home - Lawn Care

Home - Maintenance

Home - Furniture

Home - Other

Insurance - Disability Premiums

Insurance - Life Insurance Premiums

Insurance - Long Term Care Insurance Premiums

Insurance - Umbrella Policy Premiums