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(877) 992-2922 phone (310) 944-9947 fax 423 South PC Suite 201 Redondo Beach CA 90277 www.baycapinc.net Personal Financial Statement Complete this form for: (1) each proprietor, or (2) each limited
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How to fill out personal financial statement:

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Start by gathering all necessary financial documents such as bank statements, investment statements, tax returns, and any other relevant documents that show your income and expenses.
02
Create a list of all your assets, including real estate, vehicles, investments, and any other valuable items you own. Include the current market value of each asset.
03
List all of your liabilities, including mortgages, loans, credit card debts, and any other outstanding debts you have. Include the total amount owed and any monthly payments.
04
Calculate your net worth by subtracting your total liabilities from your total assets.
05
Prepare a comprehensive income statement by listing all sources of income such as salary, rental income, dividends, and any other sources. Include the total annual income from each source.
06
List all of your monthly expenses, including housing costs, utilities, transportation expenses, groceries, insurance premiums, and any other regular expenses. Include an estimated monthly amount for each expense.
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Calculate your total monthly income and subtract your total monthly expenses to determine your monthly cash flow.
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Review the completed personal financial statement for accuracy and completeness.
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Personal financial statements are needed by individuals who want to apply for loans, mortgages, or business partnerships. Lenders and potential business partners often require this information to assess the borrower's financial stability and ability to repay debts.
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Personal financial statements are also essential for individuals who want to set financial goals, track their net worth, or create a comprehensive financial plan for the future. It allows them to understand their current financial situation and make informed decisions about their finances.
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A personal financial statement is a document that outlines an individual's financial position at a specific point in time.
Individuals who hold certain public office positions or are involved in government contracting are typically required to file a personal financial statement.
Personal financial statements can be filled out by providing detailed information about assets, liabilities, income, and expenses.
The purpose of a personal financial statement is to provide transparency about an individual's financial situation and potential conflicts of interest.
Information such as assets, liabilities, income sources, and business interests must be reported on a personal financial statement.
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