Your Business Planner Template Page 16
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25PERSONAL FINANCIAL STATEMENT
2.1
Assets
Amount
Cash
$
Account balances
RRSPs
Home
Other real estate
Vehicles
Other assets (specify)
0
Total assets
$
Liabilities
Balance
Minimum Monthly Payment
Home mortgage
$
$
Mortgage on other real estate
Personal loans
Personal line of credit
Credit cards
Other (specify)
0
Total liabilities
$
0
Total monthly liabilities
$
0
Net worth (total assets - total liabilities)
$
DESCRIPTION OF ASSETS, LIABILITIES AND INCOME
2.2
Investment portfolio details
1
FINANCIAL INSTITUTION
HOLDINGS
2
FINANCIAL INSTITUTION
HOLDINGS
3
FINANCIAL INSTITUTION
HOLDINGS
11
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business planner
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Parent category: Business