Personal Financial Profile (PDF)


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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….)

-

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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$

-

$

-

$

-

$

-

$

-

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