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PERSONAL FINANCIAL RECORD SYSTEM & LETTER OF LAST INSTRUCTION CLIENT NAME: SPOUSE / SIGNIFICANT OTHER NAME: The Center for Financial Planning has prepared these two forms (together) to assist you
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How to fill out personal financial record system

01
Gather all relevant financial documents such as bank statements, bills, pay stubs, and tax documents.
02
Create categories for income, expenses, assets, and liabilities.
03
Record all sources of income accurately and regularly, including fixed and variable incomes.
04
Track all expenses by category and note the amount spent.
05
Update the financial record system regularly to reflect any changes in income or expenses.
06
Calculate your net worth by subtracting total liabilities from total assets.
07
Review and analyze your financial record system periodically to identify areas for improvement.

Who needs personal financial record system?

01
Individuals who want to have a clear overview of their financial situation and make informed financial decisions.
02
Families who want to budget effectively and track their spending habits.
03
Small business owners who need to monitor their cash flow and profitability.
04
Anyone who wants to plan for future financial goals such as buying a house or retiring comfortably.
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A personal financial record system is a structured method used by individuals to track their financial activities, assets, and liabilities, ensuring better management of personal finances.
Typically, individuals with certain income thresholds, who own significant assets, or who have specific financial commitments may be required to file a personal financial record.
To fill out a personal financial record system, gather all relevant financial documents, list your income sources, record your expenses, and account for your assets and debts systematically.
The purpose of a personal financial record system is to provide individuals with a clear overview of their financial situation, helping them to make informed budgeting and investment decisions.
Information that must be reported includes income, expenses, assets such as property and investments, liabilities like loans and credit, and any other relevant financial information.
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