Personal Financial StatementStep 1 of 812%Name First Last Email Liquid AssetsComplete the following with the current value for each. Click the "+" sign to add additional rows.Cash - CheckingFinancial InstitutionBalance Add RemoveCash - SavingsFinancial InstitutionBalance Add RemoveCash - OtherFinancial InstitutionBalance Add RemoveInvestment Accounts - Non-Retirement/529BrokerageBalance Add RemoveOther Liquid Investments - Non-RetirementDescriptionBalance Add RemoveNon-Liquid AssetsComplete the following with the current value for each. Click the "+" sign to add additional rows.Retirement - 401kBrokerageBalance Add RemoveRetirement - Traditional IRABrokerageBalance Add RemoveRetirement - Roth IRABrokerageBalance Add Remove529 College SavingsBrokerageBalance Add RemoveOther Misc. Non-Liquid AssetsDescriptionBalance Add RemovePersonal PropertyClick the "+"sign to add additional rows to any section.ReceivablesDebtorMaturity DateAmount Owed Add RemoveLife Insurance Surrender ValueInsurerInsuredSurrender Value Add RemovePrimary Residence & Other Real Estate ValueAddressMortgage BalanceMarket Value Add RemoveLiabilitiesClick the "+"sign to add additional rows to any section.Credit CardsIssuerInterest RateMinimum PaymentCurrent Balance Add RemoveAuto LoansLenderInterest RateMinimum PaymentCurrent Balance Add RemoveOther Current DebtIssuerInterest RateMinimum PaymentCurrent Balance Add RemoveLiabilities - Cont.Click the "+"sign to add additional rows to any section.Taxes PayableAgencyTax YearCurrent Balance Add RemoveOther Long-Term DebtDescriptionMinimum PaymentCurrent Balance Add RemoveIncome (Net after tax and 401k)Amounts should be calculated as a MONTHLY totalWages Investment Income Other Income Expenses - FixedAmounts should be calculated as a MONTHLY totalMortgage(s) Child Care Vehicle(s) Internet/Cable Phone(s) Tuition/College Expenses Home Insurance Auto Insurance Other Fixed Expense Expenses - VariableAmounts should be calculated as a MONTHLY totalGroceries Fast Food Restaurants/Entertainment Fuel Electricity Water Gas
