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I have been working with Rolly and Matt from Seguin Financial Group for many years and I trust ...

Matt Bodde

7150 Hawthorne Dr. Unit 104
Windsor, ON, N8T 3N3

Phone: (519) 974-6688
Toll Free: +1 866-973-4846
Fax: (519) 974-7192

info@seguinfinancial.com

Expenses Worksheet

 Excel

Home Monthly Annual
Mortgage / Rent    
Property Taxes    
Maintenance, Repair    
Heating    
Electricity    
Water    
Cable Television    
Telephone    
Furniture    
Housekeeper    
Other    

 

Food                            
Groceries    
Meals Outside of Home    
Liquor    
Tobacco    
Other    

 

Health                            
Medical (Non-Insured)    
Prescription Drugs    
Non-Prescription Drugs    
Dental Costs    
Glasses    
Other    

 

Transportation                         
Auto Purchase    
Leasing Payments    
Gasoline    
Auto Insurance    
Auto Licenses    
Auto Repair    
Parking    
Public Transportation    
Other    
Leisure /  Entertainment Monthly Annual
Vacations    
Sports Tickets    
Theatre & Film    
Books    
Newspapers    
Memberships    
Education    
Other    

 

Personal                     
Health Club / Exercise    
Grooming & Cosmetics    
Clothing    
Dry Cleaning / Laundry    
Other    

 

Insurance Costs                 
Health Insurance    
Life Insurance    
Disability Insurance    
Home Insurance    
Other    

 

Loans             
Car Loan    
Personal Loans    
Line of Credit    
Other    

 

Retirement Savings                
RRSP Contributions    

 

Miscellaneous                     
Alimony Payments    
Child Support Payments    
Gifts (Christmas, Birthday)    
Pets (Food, Grooming, Vet)    
Charitable Donations    
Other    

Totals

   

 

Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Seguin Financial Group Ltd. Seguin Financial Group is a trade name used for both mutual fund & Insurance business activities. Banking products and services are offered through referral.

info@seguinfinancial.com