PERSONAL FINANCIAL STATEMENT template

PERSONAL FINANCIAL STATEMENT OF:

NAME:___________________________

DATE: _______________

Assets: ____________________ Liabilities:

Cash (all sources)_____________Car Loans______________

Stocks ______________________Credit Cards____________

Bonds _______________________Real Estate_____________

Stock Accounts ______________

Retirement Accounts ___________ Total Liabilities$ __________

IRA’s ____________________

Cash Value Life ______________


TOTAL $ =============

Real Estate _________________
(Per Schedule)

Total Assets $_________________

Total Assets - Total Liabilities = $ _____________ Net Worth