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CASH FLOW WORKSHEET Client: Spouse: Date:Income Client Spousal Estate Property Name: Address 1: Address 2: City: State: Zip: Property Type: (Residence, Monthly SalaryMonthly Commission/ BonusSelfEmployment IncomeNotesPrimary ResidenceSecondary ResidenceInvestment PropertyInvestment Property(1)(2)(3)(4)Residence)Current
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Gather all necessary financial documents such as bank statements, tax returns, and investment account statements.
02
List all sources of income, including salary, bonuses, rental income, and any other form of income.
03
List all assets such as real estate properties, vehicles, and valuable personal belongings, along with their estimated values.
04
List all liabilities such as mortgage loans, credit card debts, and other outstanding debts.
05
Calculate your net worth by subtracting your total liabilities from your total assets.
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Review and double-check all information for accuracy before submitting the confidential personal financial statements.

Who needs confidential personal financial statements?

01
Individuals applying for loans or mortgages may need to fill out confidential personal financial statements to provide information on their financial health.
02
Business owners may need to provide confidential personal financial statements when applying for business loans or seeking investors.
03
High-net-worth individuals may need to provide confidential personal financial statements when engaging in estate planning or other financial activities.
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Confidential personal financial statements are documents that provide detailed information about an individual's financial situation, including assets, liabilities, income, and expenses.
Public officials, government employees, and certain individuals in positions of authority are typically required to file confidential personal financial statements.
Confidential personal financial statements can usually be filled out online or on paper forms provided by the relevant government agency. The individual must provide accurate and up-to-date information about their financial situation.
The purpose of confidential personal financial statements is to promote transparency, prevent conflicts of interest, and ensure that public officials and individuals in positions of authority are not engaging in unethical financial practices.
Information such as assets, liabilities, income sources, business interests, real estate holdings, and financial transactions must be reported on confidential personal financial statements.
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