Free Financial Assessment Review Template
Financial Assessment Review
Review Date: [Month Day, Year]
This Financial Assessment Review provides an essential evaluation of your financial standing. Carefully review each section, which details your assets, liabilities, net worth, investment performance, and recommendations for future financial strategies.
Personal and Account Information
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Client Name: |
[Name] |
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Account Number: |
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Review Period: |
Asset Summary
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Total Liquid Assets: |
$50,000 |
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Investment Portfolio Value: |
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Real Estate Holdings: |
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Retirement Accounts: |
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Other Assets: |
Liabilities Summary
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Outstanding Mortgage: |
$200,000 |
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Credit Card Debt: |
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Loans: |
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Other Liabilities: |
Net Worth Calculation
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Total Assets: |
$650,000 |
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Total Liabilities: |
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Net Worth: |
Investment Performance and Recommendations
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Portfolio Performance Overview: |
The portfolio has seen an 8% return over the past six months, aligning with the market average. |
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Comparison with Financial Goals: |
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Financial Advisor’s Recommendations: |
This review is intended to provide a snapshot of your financial health. For a more detailed analysis or to discuss the recommendations, please schedule a meeting with your financial advisor.
