PERSONAL FINANCIAL STATEMENT

Prepared for

on

 

NAME:

ADDRESS:

 

,

HOME PHONE:

CELL PHONE:

SSN:

 

BIRTHDATE:

[BF1]

                                                                                               

DETAILED SUMMARY LISTING OF ASSETS

 

INDIVIDUAL ASSET INFORMATION

 

AMOUNT

Accounts Receivable:

Annuity:

Boats:

Bonds

Business Property and Real Estate:

Certificate of Deposit:

Checking Accounts:

Household Furnishings:

Jewelry:

Life Insurance:

Mutual Funds:

Notes Receivable:

Other Assets:

Other Real Estate:

Personal Residence Real Estate:

Recreational Equipment:

Retirement Plans:

Savings Accounts:

Stocks:

Trusts:

Vehicles

 

 

INDIVIDUAL TOTAL ASSET VALUE:

$0.00

[BF2]                                                                                

 

DETAILED SUMMARY LISTING OF LIABILITIES

 

INDIVIDUAL LIABILITY INFORMATION

 

AMOUNT

Mortgage or Rent:

Home Equity Loan:

Other Mortgage:

Vehicle Loans:

Credit Cards:

Student Loans:

Other Liabilities:

 

 

INDIVIDUAL TOTAL LIABILITIES:

$0.00

[BF3]                                                                                

 

DETAILED SUMMARY LIST OF MONTHLY INCOME ASSET

 

INDIVIDUAL MONTHLY INCOME

 

MONTHLY AMOUNT

Monthly Salary or Wages:

Investment Accounts:

Alimony:

Child Support:

Trusts:

Other Income Sources:

 

 

INDIVIDUAL TOTAL MONTHLY INCOME ASSET:

$0.00

[BF5]                                            

 

DETAILED SUMMARY LIST OF MONTHLY EXPENSE LIABILITY

 

INDIVIDUAL MONTHLY EXPENSES

 

MONTHLY AMOUNT

Paid Alimony:

Paid Child Care:

Paid Child Support:

Groceries:

Healthcare or Medications:

Housing or Rent:

Other Mortgage Loans:

Auto Loans:

Auto Insurance:

Health or Dental Insurance:

Life Insurance:

Other Insurance:

Credit Cards:

Student Loans:

Other Expenses:

 

 

INDIVIDUAL TOTAL MONTHLY EXPENSE LIABILITY:

$0.00

[BF6]                                            

 

 

NET WORTH SUMMARY

TOTAL ASSETS:

$0.00

TOTAL LIABILITIES:

$0.00

TOTAL NET WORTH:

$0.00

                                                                                   

 

 

I, , hereby certify and warrant, to the best of my knowledge, that the aforementioned information contained within this Personal Financial Statement is true, accurate and complete.

 

 

                                                                                                           

 

 

DATED: 

 

 

 

 

[BF7]

 


 [BF1]individual_or_married=married:show

 [BF2]i [BF2]ndividual_or_married=married:show

 [BF3]i [BF3]ndividual_or_married=married:show

 [BF4]employed=yes:show

 [BF5]i [BF5]ndividual_or_married=married:show

 [BF6]i [BF6]ndividual_or_married=married:show

 [BF7]individual_or_married=married:show