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Personal financial inventory documents needed for financial planning Investment Information Copies of most recent statement of holdings (Include mutual funds ...

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What is personal financial inventory?

Personal financial inventory is a detailed listing of an individual's assets, liabilities, income, and expenses.

Who is required to file personal financial inventory?

Individuals who hold public office or are in positions of authority may be required to file a personal financial inventory.

How to fill out personal financial inventory?

Personal financial inventory can be filled out by documenting all assets, liabilities, income, and expenses accurately.

What is the purpose of personal financial inventory?

The purpose of personal financial inventory is to provide transparency and ensure that individuals in positions of authority are not involved in any conflicts of interest.

What information must be reported on personal financial inventory?

Information such as real estate holdings, bank accounts, investments, debts, sources of income, and significant expenses must be reported on personal financial inventory.

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