Get the free Personal FINANCIAL STATEMENT- Template

Phone: (770) 2134467 Global Funding, Inc. 1353 River stone Pkwy. Ste. 120250 Canton, GA 30114 Fax: (770) 7835861 PERSONAL FINANCIAL STATEMENT Email to: Info GlobalFundingInc.com As of Complete this

How to fill out personal financial statement- template

1. To fill out a personal financial statement template, start by gathering all the necessary financial documents such as bank statements, tax returns, and investment statements.
2. Begin by entering your personal information including your name, contact details, and social security number.
3. Next, list all your assets such as cash, stocks, real estate properties, and vehicles. Include the current value of each asset.
4. Move on to your liabilities and debts. This includes credit card balances, mortgage loans, student loans, and any other outstanding debts.
5. Calculate your net worth by subtracting your total liabilities from your total assets. This will give you an overview of your overall financial position.
6. Provide details of your monthly income, including salary, rental income, dividends, or any other sources of income.
7. Outline your monthly expenses, including mortgage or rent payments, utility bills, insurance premiums, and other regular expenses.
8. Finally, review the completed financial statement template for accuracy and completeness before saving or printing it for future reference.

Who needs a personal financial statement template?

1. Individuals applying for loans or mortgages may need a personal financial statement template to provide comprehensive financial information to lenders.
2. Business owners or entrepreneurs may require a personal financial statement template when seeking investors or applying for business financing.
3. Individuals who want to assess their personal financial health and track their progress in achieving financial goals can benefit from using a personal financial statement template.
4. Professionals, such as financial advisors or accountants, may use a personal financial statement template to assist their clients in analyzing their financial situation.

Overall, anyone who wants to have a clear understanding of their financial situation and make informed financial decisions can use a personal financial statement template.

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