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1
Family Balance Sheet(LifeStyle Freedom Edition)
2
Date:
Unit: USD OR YOUR CURRENCY
Name:
3
ASSETS
4
Asset ClassificationAsset NameAnnual Net
Cash Flow
Down PaymentInitial Value
at purchase
Current Value
5
MGA
(Money Generating Assets)
1. Cash Deposits(1)
6
(2)
7
2. Money Market Funds(1)
8
(2)
9
3. Stocks(1)
10
(2)
11
4. ETFs(1)
12
(2)
13
(3)
14
5. REITs(1)
15
(2)
16
6. Property(1)
17
(2)
18
(3)
19
(4)
20
7. Funds / Bonds(1)
21
(2)
22
8. Other Investments(1)
23
(2)
24
(3)
25
(4)
26
(5)
27
MGA IN TOTAL: - -
28
MCA
(Money Consuming Assets)
1. Property(1)
29
(2)
30
(3)
31
2. Car(1)
32
(2)
33
3. Others(1)
34
(2)
35
(3)
36
MCA IN TOTAL: - -
37
OA
(Other Assets)
1. Cash Deposits (1)
38
(2)
39
2. Funds(1)
40
(2)
41
(3)
42
3. Stocks(1)
43
(2)
44
(3)
45
4. Other Property(1)
46
(2)
47
(3)
48
5. Shares(1)
49
(2)
50
6. Others(1)
51
(2)
52
(3)
53
OA IN TOTAL: - -
54
- -
55
LIABILITIES
56
liabilities
Classification
Liabilities NameAnnual InterestTenureInitial Value
at purchase
Current Value
57
Liabilities arising from daily life1. Credit Card(1)0
58
(2)
59
(3)
60
2. Consumer
Loan
(1)
61
(2)
62
3. Others(1)
63
(2)
64
(3)
65
SUBTOTAL: - -
66
Liabilities arising from MGA1. Property Loan(1)
67
(2)
68
(3)
69
2. Others(1)
70
(2)
71
(3)
72
SUBTOTAL: - -
73
Liabilities arising from MCA1. Property Loan(1)
74
(2)
75
(3)
76
2. Car Loan(1)
77
(2)
78
3. Others(1)
79
(2)
80
(3)
81
SUBTOTAL:
- -
82
liabilities arising from OA1. Other Loan(1)
83
(2)
84
(3)
85
2. Others(1)
86
(2)
87
(3)
88
TOTAL: - -
89
TOTAL LIABILITIES (DEBT): - -
90
NET WORTH:(TOTAL ASSETS — TOTAL DEBT) - -
91
92
93
94
95
96
97
98
99
100