Personal Financial Statement

ASSETS

 

Cash

$__________________________________

Checking Accounts

$__________________________________

Savings Accounts

$__________________________________

Real Estate

 

Home (fair market value)

$__________________________________

Other

$__________________________________

Life Insurance

 

Cash Value

$__________________________________

Personal Property

 

Cars (market value)

$__________________________________

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

$__________________________________

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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