Business Plan Templates

Personal Financial Statement

This Personal Financial Statement helps you to collect information relating to your personal financial condition.

Free to download and print.

Download this template:

I accept the BusinessPlanTemplate.net Terms of Use

or



Preview of Personal Financial Statement:

Personal Financial Statement template


Sample text from Personal Financial Statement:

Personal Financial Statement
Personal Financial Statement of:
As of :

Assets Amount in Dollars Liabilities Amount in Dollars
Cash - checking accounts
Current Debt (Credit cards, Accounts)
Cash - savings accounts
Real estate mortgages (describe)

Personal property (autos, jewelry, etc.)
Notes payable
Life insurance (cash surrender value)
Taxes payable
Retirement Funds (eg. IRAs, 401k)
Other liabilities (specify)
Securities - stocks / bonds / mutual funds
Other liabilities (specify)
Certificates of deposit


Notes & contracts receivable


Real estate (market value)


Other assets (specify)                  



Other assets (specify)


Total Assets (A)
Total Liabilities (B)






Net Worth (A – B)

Note:  Show only your personally held assets and liabilities (debts), not business assets or liabilities.

Sign and date this worksheet in the space provided, as your pledge that the statement is complete and accurate to the best of your knowledge.
  1. Prepare a list of all assets owned, even if not fully paid for. Use the amount you would get (in cash) if you sold the asset.
  2. Prepare a list of liabilities (money owed).
  3. Net worth = Total Assets - Total Liabilities


•  •  •



I accept the BusinessPlanTemplate.net Terms of Use

or

 

This template belongs to these categories: forms

Copyright © 2011-2013 by Savetz Publishing, Inc. Contact us. Privacy Policy.