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Sample Screen - Individual Summary Report Cont.

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Summary Report Cont.


Other Sample Screens
Results Summary  Schedule Cover Sheet  Detail Schedule  Client Questionnaire  Early Payoff Options


Individual Summary Report
  • The individual summary report provides account or debt level information.
  • As you can see it provides a summary breakdown of each debt.
  • Showing savings and time line.
How much debt does the average person in the United States have?
Americans owe $2 trillion in non-mortgage debt. If you divide the total number of households (105 million) by this figure it computes to about $19,000 per household. Credit card debt is about $785 billion or approximately $7,500 per household. However if you divide the figures by the households that have at least one credit card (87 million), then it becomes $23,000 and $9,000, respectively.
source: CARDWEB.com
Individual Summary Report Details:
  • Client Name
  • Account/Debt Information:
    1. Each Account Listed Separately
    2. Including both Standard Payoff Method and Early Payoff Method
    3. Showing:
      1. Starting Balance
      2. Total Interest Paid
      3. Total Paid
      4. Money Saved
      5. Savings Ratio
      6. Months to Payoff
      7. Date of Last Payment
      8. Other Line Of Credit
  • As you may expect this part of the report may be several pages long.

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