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PERSONAL FINANCIAL PROFILE Name: Date:
March 1, 2015
WHAT I OWN ASSET NAME
CURRENT VALUES $ $ $ $ $ $ $ $ $ $ $ $ $ $
Checking Accounts Savings Accounts Money Market Accounts Certificates of Deposit Stocks/Bonds/Mutual Funds Life Insurance (Cash Value) Primary Residence (Market Value) Other Real Estate Car #1 Resale Value Car #2 Resale Value Car #3 Resale Value Other Personal Property IRA's/Retirement Funds/401K Other (i.e., Business….)
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Total Assets:
$
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WHAT I OWE DEBT NAME Mortgage/Rent Add'l Real Estate Loan Car Payment Car Payment Car Payment
Mortgage & Car Debt Sub-total:
MONTHLY PMT
INTEREST %
TOTAL BALANCE
$ $ $ $ $
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$ $ $ $ $
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$
-
$
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$ $ $ $ $ $
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$ $ $ $ $ $
-
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$ $ $ $ $ $ $ $ $
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$
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$
-
$
-
$
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$
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Credit Cards:
Other Debts: (personal loans, student loans, business debt, medical, legal, IRS, etc.) $ $ $ $ $ $ $ $ $
Credit Cards & Other Sub-total:
Total Monthly Payments:
Total Debt: NET WORTH:
2007 Calvary Church of Santa Ana
10/11/2017 4:19 PM