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This document is a Personal Financial Statement provided by Apache Financial, LLC, detailing an individual\'s financial status, including assets and liabilities. It requires personal information such as name, address, social security number, and both cash and debt disclosures to assess net worth and overall financial condition.
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How to fill out personal financial statement

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How to fill out personal financial statement

01
Start by gathering all necessary financial documents, including bank statements, investment accounts, and any loans.
02
List your personal information at the top, including your name, address, and contact details.
03
Compile your assets section, including cash, real estate, vehicles, and personal property.
04
Document your liabilities, such as outstanding loans, credit card debt, and any other financial obligations.
05
Calculate your net worth by subtracting total liabilities from total assets.
06
Review your income sources, including salary, rental income, and any other earnings.
07
Detail your monthly expenses, covering categories like housing, utilities, transportation, and discretionary spending.
08
Finally, ensure that all information is accurate and up-to-date before finalizing the statement.

Who needs personal financial statement?

01
Individuals applying for loans or mortgages who need to demonstrate their financial health.
02
Self-employed individuals who want to provide a comprehensive overview of their finances for business purposes.
03
Investors and financial advisors requiring a clear picture of a person's financial situation.
04
Estate planners needing detailed financial information for planning inheritance and taxes.
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A personal financial statement is a document that presents an individual's financial position at a given point in time. It includes details about assets, liabilities, income, and expenses, providing a comprehensive overview of a person's financial health.
Individuals who apply for certain loans, credit, or financial assistance may be required to file a personal financial statement. This often includes self-employed individuals, business owners, or those seeking investment opportunities.
To fill out a personal financial statement, gather all financial documents such as bank statements, investment records, and bills. List all assets including cash, property, and investments, then itemize all liabilities such as loans and credit card debts. Finally, subtract total liabilities from total assets to determine net worth.
The purpose of a personal financial statement is to provide a clear snapshot of an individual’s financial situation, which can be used for securing loans, planning for retirement, or assessing financial stability.
A personal financial statement must report information about assets (cash, real estate, investments), liabilities (mortgages, loans, credit debt), income sources, and monthly expenses.
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