Personal Financial Statement
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ASSETS |
|
Cash
|
$__________________________________
|
Checking Accounts
|
$__________________________________
|
Savings Accounts
|
$__________________________________
|
Real Estate |
|
Home (fair market value)
|
$__________________________________
|
Other
|
$__________________________________
|
Life Insurance |
|
Cash Value
|
$__________________________________
|
Personal Property |
|
Cars (market value)
|
$__________________________________
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Furniture & Appliances
|
$__________________________________
|
Clothing & Jewelry
|
$__________________________________
|
Cameras, Tools, Art, etc.
|
$__________________________________
|
Investments |
|
Stocks, Bonds & Mutual Funds
|
$__________________________________
|
Saving Certificates
|
$__________________________________
|
IRAs, Keoghs, 401k Plans, etc.
|
$__________________________________
|
Debts Owed to You
|
$__________________________________
|
Other Investments
|
$__________________________________
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TOTAL ASSETS
|
$__________________________________ |
|
|
LIABILITIES |
|
Current Bills |
|
Charge Accounts & Credit Cards
|
$__________________________________
|
Gas, Electric, Water, Phone, etc.
|
$__________________________________
|
Child Support & Alimony
|
$__________________________________
|
Loans |
|
Automobile
|
$__________________________________
|
Furniture & Appliances
|
$__________________________________
|
Education & Personal Loans
|
$__________________________________
|
Home Improvement
|
$__________________________________
|
Other
|
$__________________________________
|
Mortgage Principle Balance Owed
|
$__________________________________
|
Taxes Due
|
$__________________________________
|
Insurance Premiums
|
$__________________________________
|
Other Liabilities
|
$__________________________________ |
|
|
TOTAL LIABILITIES
|
$__________________________________ |
|
|
NET WORTH ( Assets minus Liabilities)
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$__________________________________
|
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