Free Personal Financial Statement Letter Template
PERSONAL FINANCIAL STATEMENT LETTER
July 4, 2052
Lance Nader
Financial Advisor
DexTrium
Durham, NC 27701
Dear Lance Nader,
I am providing my financial statement as of July 4, 2052. Below is a summary of my financial status:
|
Asset |
Value |
|---|---|
|
Cash |
$5,000 |
|
Savings Account |
$10,000 |
|
Investments |
$20,000 |
|
Real Estate |
$150,000 |
|
Personal Property |
$15,000 |
|
Total Assets |
$200,000 |
|
Liability |
Amount |
|---|---|
|
Mortgage |
$100,000 |
|
Car Loan |
$5,000 |
|
Credit Card Debt |
$1,000 |
|
Total Assets |
$106,000 |
|
Net Worth (Total Assets - Total Liabilities) |
$94,000 |
|
Source |
Amount |
|---|---|
|
Salary |
$4,000 per month |
|
Side Business |
$500 per month |
|
Total Income |
$4,500 per month |
|
Expense Type |
Amount |
|---|---|
|
Mortgage Payment |
$800 per month |
|
Utilities |
$200 per month |
|
Groceries |
$300 per month |
|
Transportation |
$150 per month |
|
Total Expenses |
$1,450 per month |
Sincerely,
[Your Name]
[Your Email]
