Scribd Logo
Upload

Welcome to Scribd!

  • What I Own What I Owe: Personal Financial Profile

    Uploaded by

    franklaer-2
    33 views1 page
    This document contains a personal financial profile for an individual listing their assets, debts, income, and expenses. It includes sections detailing what they own in terms of property and investments, what debts they owe including mortgages and loans, their monthly income from employment and other sources, and a breakdown of their monthly expenses categorized into housing, household/personal, medical/family, entertainment/recreation, transportation, and other expenses including savings, taxes, and debt payments. The document provides an overview of the individual's complete financial situation.

    Original Description:

    excel

    Original Title

    Personal Financial Profile

    Copyright

    © © All Rights Reserved

    Available Formats

    XLS, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    This document contains a personal financial profile for an individual listing their assets, debts, income, and expenses. It includes sections detailing what they own in terms of property and investments, what debts they owe including mortgages and loans, their monthly income from employment and other sources, and a breakdown of their monthly expenses categorized into housing, household/personal, medical/family, entertainment/recreation, transportation, and other expenses including savings, taxes, and debt payments. The document provides an overview of the individual's complete financial situation.

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xls, pdf, or txt
    33 views1 page

    What I Own What I Owe: Personal Financial Profile

    Uploaded by

    franklaer-2
    This document contains a personal financial profile for an individual listing their assets, debts, income, and expenses. It includes sections detailing what they own in terms of property and investments, what debts they owe including mortgages and loans, their monthly income from employment and other sources, and a breakdown of their monthly expenses categorized into housing, household/personal, medical/family, entertainment/recreation, transportation, and other expenses including savings, taxes, and debt payments. The document provides an overview of the individual's complete financial situation.

    Copyright:

    © All Rights Reserved
    Download as XLS, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xls, pdf, or txt
    of 1

    PERSONAL FINANCIAL PROFILE

    Date:
    Name:
    Spouse:

    Date of Birth

    Occupation

    WHAT I OWN

    No. Kids at home (age)

    WHAT I OWE

    ASSET NAME

    DEBT NAME

    CURRENT VALUE

    % RATE CURRENT BALANCE

    Mortgage
    Add'l Real Estate Loan
    Car Loans

    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
    Other Personal Property
    IRA's/Retirement Funds/401K
    Other (e.g., Business.)

    Credit Cards:

    Other Debts: (student, personal, medical, legal, IRS, etc.)

    Total Debts

    Household & Personal:


    Food/Groceries
    Beauty/Barber
    Clothing/Laundry & Cleaning
    Gifts/Allowance
    Education
    Utilities/Telephone/Internet
    Total Household & Personal

    Medical/Family/Professional
    Child Care/Counseling/Prescriptions
    Medical/Vision/Dental/Contacts
    Insurance (Life, Health, Disability)
    Legal/Professional Dues/Memberships
    Total Medical/Family/Professional

    Entertainment/Recreation
    Lunch/Snacks/Dining Out
    Movie/Events/Babysitting
    Vacation/Trips/Books/Subscriptions
    Health Club/Hobbies/Pets
    Cable TV
    Total Entertainment/Recreation

    Transportation
    Car payments
    Auto Insurance
    License/Registration
    Maintenance/Replacement Fund
    Other (Gas, Tolls, Parking, etc.)
    Total Transportation

    Other
    Other
    Other
    Other
    Total Other

    Total Monthly Expenses

    Monthly Surplus (Deficit)

    (enter monthly payments below)

    Total Assets

    Net Worth (Assets less Debts)

    MONTHLY INCOME AND EXPENSES


    MONTHLY EXPENSES (CONT'D)

    GROSS MONTHLY INCOME

    Monthly Salary/Bonus/Tips
    Commissions/Net Business Inc.
    Interest/Dividend Income
    Other Income
    Total Monthly Income

    MONTHLY EXPENSES

    Tithing/Giving (monthly)
    My Local Church
    Other Ministries
    Other Giving
    Total Giving
    Taxes (monthly)
    Federal
    Medicare
    Social Security (FICA)
    State Taxes (include SDI)
    Total Taxes
    Savings (monthly)
    Savings Accounts
    Investments (monthly)
    401K / 403b Plans
    College Funds
    Stock, Bonds, Mutual Funds
    Other
    Total Savings and Investments
    Debt Payments (monthly)
    Credit Cards (min. monthly pmts.)
    Other Debts
    Total Debt Payments
    Housing
    Mortgage or Rent
    Taxes & Insurance
    Association
    Furniture/Maintenance
    Total Housing

    You might also like