177x Filetype XLSX File size 0.10 MB Source: www.fortpittcapital.com
Sheet 1: Personal Financial Statement
Personal Financial Statement | |
Name | |
Home Address | |
City, State, Zip | |
Financial Information as of | |
Preferred Contact Information | |
Income Statement Year | |
Annual Income | Amount |
Salary - 1 | $0 |
Salary - 2 | $0 |
Interest Income | $0 |
Dividend Income | $0 |
Real Estate Income | $0 |
Other Investment Income | $0 |
Social Security | $0 |
Pension | $0 |
Bonus | $0 |
Capital Gains | $0 |
Other Income | $0 |
Total Income | $0 |
Annual Expenditures | |
Groceries | $0 |
Childcare | $0 |
Additional Services (house keeping, lawn maintenance, etc.) | $0 |
Healthcare | $0 |
Apparel Expenses | $0 |
Entertainment (restaurants to vacations) | $0 |
Pet Expenses | $0 |
Life Insurance | $0 |
Fuel Expenses | $0 |
Public Transport / Parking Expenses | $0 |
Home Mortgage or Rent | $0 |
Auto & Home Insurance | $0 |
Tuition | $0 |
School Loan Payment | $0 |
Electric | $0 |
Additioanl Utilities (gas, sewage, trash) | $0 |
Car Payments | $0 |
Phone | $0 |
Internet & Cable/Streaming | $0 |
Credit Card Payment (if not included in above) | $0 |
Charitable Gifting | $0 |
Personal Gifting | $0 |
Funds added to emergency savings | $0 |
Misc. | $0 |
Total Expenses | $0 |
Net Income / Loss | $0 |
FORTPITTCAPITAL.COM | 1-800-471-5827 | |
The above information is for illustration purposes ONLY and should not be considered investment advice. |
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