Personal Financial statement forms as financial advisor can help you develop personal financial planning by helping you track income and expenses, cash inflow and cash outflow, obligations and dues in addition to that you can determine your overall net worth. Financial planning can help you save for child's education, wedding, vacations, buying a house or car, retirement planning, plan to reduce taxes, avoid financial crisis and more and more.
Personal Financial Statements Package includes:
| Ser. | P ID | Description | Sheets | Charts | Notes |
|---|---|---|---|---|---|
| 1 | PS 101 | Personal Financial Statements - 12 Months | 24 | 6 | Enables you calculating your net worth over 12 months by inculding all related items such as: cash, banks accounts, real state, automobiles, loans, taxes and more. |
| 2 | PS 102 | Personal Financial Statements - 5 Years | 23 | 6 | Enables you calculating your net worth over 5 years by inculding all related items such as: cash, banks accounts, real state, automobiles, loans, taxes and more. |
| 3 | PS 103 | Personal Financial Statements - 3 Years | 23 | 6 | Enables you calculating your net worth over 3 years by inculding all related items such as: cash, banks accounts, real state, automobiles, loans, taxes and more. |
| 4 | PS 104 | Family Budget - One Page | 1 | 1 | You can predict your future financial position by determining your sources of income and related expenses. |
| 5 | PS 105 | Family Budget - 12 Months | 15 | 14 | You can predict your future financial position over 12 months by determining your sources of income and related expenses. Separate form for each expense item was developed including housing, food, transportation, health, children, insurance, taxes and more. |
| 6 | PS 106 | Family Budget - 10 Years | 15 | 14 | You can predict your future financial position over 10 years by determining your sources of income and related expenses. Separate form for each expense item was developed including housing, food, transportation, health, children, insurance, taxes and more. |
| 7 | PS 107 | Family Budget - 5 Years | 15 | 14 | You can predict your future financial position over 5 years by determining your sources of income and related expenses. Separate form for each expense item was developed including housing, food, transportation, health, children, insurance, taxes and more. |
| 8 | PS 108 | Party Planning | 7 | 0 | You can plan your party easily and smoothly by filling up the template. The template includes: invited people form, place alternatives, party schedual, food required and more. |
| 9 | PS 109 | Trip Planning | 6 | 0 | You can plan your trip easily and smoothly by filling up the template. The template includes: where to go form, clothes, trip schedual, food required and more. |
| 10 | PS 110 | Wedding Planning | 11 | 0 | Enables you planning your wedding party. The template includes: Bridal Attire, Decorations, Reception, Flowers, Gifts, Photography, Honeymoon, Music & Entertainment and others. |
| 11 | PS 111 | Retirement Planning | 4 | 0 | Retirement Planning form will allow you to prepare, conduct and build your retirement plan easily and smoothly. It includes Retirement Saving Plan, Estimated Expenses / Expenditures at Retirement, General Information and Summary. |
| Total | 144 | 61 | |||