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San Diego's Finest Real Estate
Buy Sell Refinance Invest Check-ups & Planning
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| Real Estate Financial Planning |
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Comprehensive Personal Financial Statement |
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The Comprehensive Personal Financial Statement is derived of information required for a typical loan
and has been extended to serve as a tool for your collaborative financial team.
Using this document, you can create for yourself a complete inventory of your finances,
from Net Worth to Income & Expenses (aka Sources and Uses), based on your input in the following areas:
General Information:
- Personal
- Family
- Advisors
- Advanced Planning
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Income & Cash:
- Income
- Cash and Accounts
- Notes Receivable
- Brokerage Accounts
- Securities
- Stock Options
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Business Interests:
- LLC & Partnership
- Corporate Business
- Sole Proprietor
- Farm and Ranch
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Passive Income Sources:
- Royalties
- Oil, Gas, and Mineral
- Retirement Accounts
- Pension Accounts
- Deferred Compensation
- Anticipated Income
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Other Assets:
- Real Estate
- Vehicles
- Personal Property
- Other Assets
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Expenses & Liabilities:
- Expenses
- Charge Accounts
- Loans or Notes Due
- Taxes, Penalties, & Interest Owed
- Other Debts
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You may then create a 24 page report summarizing all your key information, for your use and to pass on to your
Real Estate Financial Planner or anyone on your collaborative financial team.
Download the excel file (size: 4m)
Comprehensive Personal Financial Statement
For additional tools or support, please write bob.boyer@gmail.com
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Contact us at San Diego's Finest Real Estate
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San Diego's Finest Real Estate
aboyer@SDFRealEstate.com
3936 Lago di Grata Circle •
San Diego, CA 92130
Telephone: (858) 755-2111 • Fax: (858) 630-2120
© America's Finest Real Estate, Inc. All Rights Reserved.
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