This profile is necessary for several reasons:
- To accurately project your debt/mortgage payoff date—under this Program
- To accurately project your savings and structure your Money Back Guarantee
- To accurately project for your investment or retirement needs
It is important that your data entries are accurate.
This profile asks for no vital or compromising data (such as account numbers, or identifying numbers of any kind), but only for account balances, interest rates, remaining payments, etc.
Print and follow the instructions on the profile.
