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Reverse Freedom Mortgage
Chad Peck · 801-809-3872

Prepare before your counseling session

Your monthly income & expenses

Your HUD-approved counselor will walk through this with you. Filling it in first turns a long conversation into a short one. It adds up as you type — estimates are fine, round to the nearest dollar.

Nothing here is sent anywhere. The numbers stay in your browser. Print it when you're done, or use the blank form if you'd rather write it by hand.

Left over each month$0

Monthly incomeAfter taxes

$
$
$
$
$
$
$
$
$
$
$
$
Total monthly income
$0

Home expensesMonthly

$
$
$
$
$
$
$
$
$
$
Total home expenses
$0

Living expensesMonthly

$
$
$
$
$
$
$
$
$
$
$
$
Total living expenses
$0

Debt paymentsMinimum due

$
$
$
$
$
$
Total debt payments
$0

OtherMonthly average

$
$
$
$
$
$
$
Total other
$0
Put it together
Total monthly income$0
Less: home expenses$0
Less: living expenses$0
Less: debt payments$0
Less: other$0
Left over each month$0

If the number is negative, that is useful information, not a problem. It is exactly what your counselor is there to talk through, and it may point toward benefit programs you already qualify for.