PERSONAL FINANCIAL STATEMENT
Prepared for
on
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NAME: |
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ADDRESS: |
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HOME PHONE: |
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CELL PHONE: |
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SSN: |
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BIRTHDATE: |
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DETAILED SUMMARY LISTING OF ASSETS
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INDIVIDUAL ASSET
INFORMATION |
AMOUNT |
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Accounts Receivable: |
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Annuity: |
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Boats: |
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Bonds |
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Business Property and
Real Estate: |
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Certificate of Deposit: |
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Checking Accounts: |
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Household Furnishings: |
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Jewelry: |
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Life Insurance: |
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Mutual Funds: |
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Notes Receivable: |
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Other Assets: |
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Other Real Estate: |
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Personal Residence Real
Estate: |
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Recreational Equipment: |
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Retirement Plans: |
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Savings Accounts: |
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Stocks: |
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Trusts: |
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Vehicles |
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INDIVIDUAL TOTAL ASSET VALUE: |
$0.00 |
DETAILED SUMMARY LISTING OF
LIABILITIES
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INDIVIDUAL LIABILITY INFORMATION |
AMOUNT |
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Mortgage or Rent: |
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Home Equity Loan: |
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Other Mortgage: |
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Vehicle Loans: |
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Credit Cards: |
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Student Loans: |
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Other Liabilities: |
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INDIVIDUAL TOTAL LIABILITIES: |
$0.00 |
DETAILED SUMMARY LIST OF MONTHLY
INCOME ASSET
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INDIVIDUAL MONTHLY INCOME |
MONTHLY
AMOUNT |
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Monthly Salary or
Wages: |
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Investment Accounts: |
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Alimony: |
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Child Support: |
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Trusts: |
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Other Income Sources: |
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INDIVIDUAL TOTAL MONTHLY INCOME ASSET: |
$0.00 |
DETAILED SUMMARY LIST OF MONTHLY
EXPENSE LIABILITY
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INDIVIDUAL MONTHLY
EXPENSES |
MONTHLY AMOUNT |
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Paid Alimony: |
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Paid Child Care: |
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Paid Child Support: |
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Groceries: |
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Healthcare or
Medications: |
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Housing or Rent: |
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Other Mortgage Loans: |
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Auto Loans: |
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Auto Insurance: |
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Health or Dental Insurance: |
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Life Insurance: |
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Other Insurance: |
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Credit Cards: |
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Student Loans: |
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Other Expenses: |
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INDIVIDUAL TOTAL MONTHLY EXPENSE LIABILITY: |
$0.00 |
NET WORTH SUMMARY
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TOTAL ASSETS: |
$0.00 |
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TOTAL LIABILITIES: |
$0.00 |
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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.
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DATED: |
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