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PERSONAL FINANCIAL STATEMENT FORM. PERSONAL INFORMATION. CO- APPLICANT (NAME). APPLICANT (NAME). Address of Employer. Business .

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Related content

SBA Form 413 - Small Business Administration
EXPIRATION DATE: 01/31/2018. PERSONAL FINANCIAL STATEMENT. 7(a) / 504 LOANS AND SURETY...
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SBA Form 413 - Small Business Administration
EXPIRATION DATE: 01/31/2018. PERSONAL FINANCIAL STATEMENT. 7(a) / 504 LOANS AND SURETY...
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Form 1098 - Internal Revenue Service
Form 1098. 2018. Cat. No. 14402K. Mortgage. Interest. Statement. Copy A. For ... A person...
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Download the free Excel template now to advance your finance knowledge! A personal financial statement is a document or set of documents that outline an individual's financial position at a given point in time.

Follow these steps to complete SBA Form 413. Step 1: Gather financial documents. ... Step 2: Select your loan or contracting program. ... Step 3: Fill in personal and business information. ... Step 4: Add your assets and calculate their total value. ... Step 5: Add your liabilities and calculate their total value.

A PFS summarizes your assets and liabilities and provides a snap shot of your total net worth....Personal assets include: Homes. Vehicles. Cash—checking, savings, money market accounts. Stocks and bonds. IRAs. 401Ks. Health Savings Accounts (HSAs) Precious metals and stones.

A Personal Financial Specialist (PFS) is a certification for certified public accountants (CPAs), allowing them to expand their expertise to include financial planning and wealth management. PFS applicants study estate planning, retirement planning, investing, insurance, and other areas of personal financial planning.

A personal financial statement is a spreadsheet that details the assets and liabilities of an individual, couple, or business at a specific point in time. Typically, the spreadsheet consists of two columns, with assets listed on the left and liabilities on the right.

A personal financial statement is a form or spreadsheet detailing a person's financial state at a certain point in time. ... It details income; the financial worth of stocks, bonds, annuities, mutual funds, and life insurance; and values certain assets.

To create a personal financial statement, follow these simple steps: Create a spreadsheet that has a section for assets and one for liabilities. ... List your assets and their worth. ... List every liability as well as its worth. ... Determine the total of both assets and liabilities. ... Determine your net worth.

When it comes to long-term financial planning, preparing a Personal Financial Statement (PFS) is one of the best ways to assess your current situation and keep yourself on track to meet goals. The PFS is a relatively simple document that lists what you own (assets) and what you owe (liabilities).

How To Make a Personal Financial Statement Unpaid income taxes. Latest statement of your loans such as business loans and car loans. Personal property with good value. Any real estate income. Bank statements for checking and savings accounts. Your investment income, IRA and retirement funds.

To create a personal financial statement, follow these simple steps: Create a spreadsheet that has a section for assets and one for liabilities. ... List your assets and their worth. ... List every liability as well as its worth. ... Determine the total of both assets and liabilities. ... Determine your net worth.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232