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What I Own What I Owe: Personal Financial Profile

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.

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franklaer-2
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80 views1 page

What I Own What I Owe: Personal Financial Profile

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.

Uploaded by

franklaer-2
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd

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

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