The Cambell FamilyFinancial Planning

Amy Cambell The Power Mom

• Balances work and motherhood

• Accountant for WNBA

• Works 45 hours a week

• Enjoys bird watching, playing the flute, and rock climbing in New Hampshire

• Die hard Patriots fan

Jonathan Cambell The Nurturing Father

• Primary caregiver to his children

• Works 30 hours a week

• Office manager at the GBCAH

• Enjoys collecting coins, singing, and playing the guitar

• One of eight children

Samuel Cambell The Soccer Superstar

• Loves adventures and trying new things

• Fourth grade

• Favorite subjects are Math and English

• Takes guitar lessons

• Plays recreational soccer

• Ladies man

SaturdaySOCCER GAME

Sam’s Activities - $725

Friday

SOCCER PRACTICE

Wednesday

GUITAR LESSONS

Zoe Cambell The Artistic Wonder

• Sweet as sugar

• Second grade

• Favorite subjects are coloring and learning the state capitals

• Art lessons

• Dance lessons

• Dream job: whale trainer

SundayTAP LESSONS

Zoe’s Activities - $1146

Tuesday

PAINTING LESSONS

Thursday

BEADING LESSONS

MondayTurkeyCarrots

Potatoes

Weekly Dinner Menu – 4.7%

WeekendSteakBeans

Potatoes

TuesdaySalmonBroccoli

Rice

WednesdayChickenSpinach

French fries

FridayPizza

Caesar Salad

ThursdayTofu

Salad Bruschetta

$18,350.00

$6,022.80 $2,079.30 $5,533.20

$20,000.00

Federal TaxesSocial SecurityMedicare TaxesIncome Tax Massa-chusettsRetirement

Taxes And Retirement – 36.1%

Total Costs$3363.68

Healthcare

2.3%

InsuranceWe pay…

$2464.20 /year(20%)

Dentist

$568/year

Extraneous Costs$21.48

Prescriptions And Copays

$310

Total Costs

$11,696/year

Transportation

8.2%

Both Parents drive to the

Mansfield train station and take

the train to Cambridge.

Train$2592/year

CarInsurance

$3525/year

Car Expenses

$9104

Taxes$7413.60/year

$40,060 - Our House - 27%

Insurance

$850/year

3 Bedrooms3.5 Bathrooms

Easton MACost: $499,900

Mortgage

$24,312/year

Utilities

$7485

Summer – $15,750CAMP TEVYA

A Summer of endless activities and lifelong friends.7000/year x 2 children

$14,000/summer - 9.8%

New Hampshire VacationA week of rock climbing, relaxing, and spending time out doors.

$1750/ Summer - 1.2 %

Cell Phone

$480/year

Technology

Total1679.88

1.2%

Comcast Bundle

Phone, Internet,

Cable

$1199.88/year

Total$5209/

year

Extraneous 3.64%

Haircuts

$180/year

Charity

$1000/year

Movies

$446/year

Presents

$640/year

Office Supplies$42/year

Life Insurance$856/year

Clothes

$1085/year

Gym

$960/year

Where Our Money Goes

Necessary SavingsLeisure

How Our Money Was Spent

FoodHealthTransportationHouseSummerTechnologyExtraneousTaxesRetirementSavingsExtracurricularsCharityClothes

Food

Transp

ortation

Summer

Extran

eous

Retirement

Extrac

urricu

lars

Clothes

$-

$5,000.00

$10,000.00

$15,000.00

$20,000.00

$25,000.00

$30,000.00

$35,000.00

$40,000.00

$45,000.00

How Our Money Was Spent

How Our Money Was Spent