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Este documento es una declaración financiera personal que detalla la condición financiera de una persona o entidad en apoyo a la solicitud de una licencia para operar como una compañía de financiamiento
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How to fill out PERSONAL FINANCIAL STATEMENT

01
Start with your personal information: name, address, and contact details.
02
List your assets: include cash, real estate, investments, vehicles, and other valuable items.
03
Detail your liabilities: include mortgages, loans, credit card debt, and any other financial obligations.
04
Calculate your net worth by subtracting total liabilities from total assets.
05
Include income information: list your monthly and annual income sources.
06
Attach any necessary documentation: include bank statements, investment statements, and proof of income.

Who needs PERSONAL FINANCIAL STATEMENT?

01
Individuals applying for loans.
02
Entrepreneurs seeking funding or investment.
03
People undergoing financial planning or assessment.
04
Anyone looking to evaluate their financial health.
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People Also Ask about

A personal financial statement (PFS) is for organizing and measuring an individual's or family's financial status. The PFS has two chief sections: a cashflow assessment of income and outflows , as well as a balance sheet which displays one's overall assets, liabilities, and overall net worth.
The income statement, balance sheet, and statement of cash flows are all required financial statements. These three statements are informative tools that traders can use to analyze a company's financial strength and provide a quick picture of a company's financial health and underlying value.
How to prepare an income statement Choose your reporting period. First, choose the length of your reporting period. Determine your trial balance. Determine revenue. Calculate the cost of goods sold. Determine gross profit. Determine expenses. Calculate total income. Determine taxes and interest.
I have always had a logical, organised and practical way of thinking, as well as a competitive nature, and I have realised that finance and accounting is the degree, which appeals to these characteristics. I noticed these logical subjects to be my forte from a young age.
List your assets: Identify and value all your assets using current market values for investments and real estate. List your liabilities: Include all your debts, noting the remaining balances and interest rates. Calculate your net worth: Subtract your total liabilities from your assets to determine your net worth.
Financial statements are a set of documents that show your company's financial status at a specific point in time. They include key data on what your company owns and owes and how much money it has made and spent. There are four main financial statements: balance sheet.

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A Personal Financial Statement is a document that provides an overview of an individual's financial activities, assets, liabilities, and net worth. It is typically used to assess the financial health of an individual.
Individuals who are applying for loans, mortgages, or other financial assistance may be required to file a Personal Financial Statement. This includes business owners, high-net-worth individuals, and anyone seeking credit.
To fill out a Personal Financial Statement, list all assets (like cash, real estate, and investments), liabilities (such as loans and credit card debts), and calculate the total net worth by subtracting total liabilities from total assets. Provide accurate, up-to-date information.
The purpose of a Personal Financial Statement is to provide a clear picture of an individual's financial situation, aiding in decision-making for loans, investments, and financial planning.
A Personal Financial Statement must report information about assets (cash accounts, investments, real estate), liabilities (mortgages, loans, credit debts), income sources, and expenses.
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