Personal financial statement1.xls
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PERSONAL FINANCIAL STATEMENT
 
 
 
Assets Amount in Dollars
Cash - checking accounts
Cash - savings accounts
Certificates of deposit
Securities - stocks / bonds / mutual funds
Notes & contracts receivable
Life insurance (cash surrender value)
Personal property (autos, jewelry, etc.)
Retirement Funds (eg. IRAs, 401k)
Real estate (market value)
Other assets (specify)
Other assets (specify)
Total Assets
   
Liabilities Amount in Dollars
Current Debt (Credit cards, Accounts)
Notes payable (describe below)
Taxes payable
Real estate mortgages (describe)
Other liabilities (specify)
Other liabilities (specify)
Total Liabilities
   
Net Worth
   
   
   
   
   
Signature: Date:

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