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Financial Planning Questionnaire Personal Information Today's date:___Client initials:___Name on cover page: ___ Contact Information Individual 1Individual 2Full name:___Full name:___Date of Birth:___Date

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What is what is a financial?

A financial statement is a report that shows how a business is doing financially. It includes details about revenue, expenses, assets, and liabilities.

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The purpose of a financial statement is to provide an overview of an entity's financial health and performance to stakeholders, investors, and regulators.

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A financial statement typically includes information about revenue, expenses, net income, assets, liabilities, and equity.

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