Financial Planning Information Page 7
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10MUTUAL FUNDS AND/OR BROKERAGE ACCOUNTS
(Please bring in your latest reports/statements)
Please enter all figures (with NO commas if using electronic form). Totals will automatically calculate.
Approximate
Name of Brokerage Firm/Mutual Fund
Number of Shares
Market Value
1.
$
2.
$
3.
$
4.
$
TOTAL
$
0
PROMISSORY NOTES & TRUST DEEDS
(Where someone owes or is paying you on a note)
Approximate
Name of Debtor
Interest Rate
Balance of Note
1.
% $
2.
% $
RESIDENCE & OTHER REAL ESTATE OWNED
(Use another sheet if more space is needed)
Original
Approx.
Net
Property Address
Debt
Cost
Value
Cash Flow
1.
$
$
$
$
2.
$
$
$
$
3.
$
$
$
$
4.
$
$
$
$
5.
$
$
$
$
Page 7 of 10
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Parent category: Business