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STATEMENT OF FINANCIAL CONDITION
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Name:As of:TOTAL CAPITAL BY SEGMENT% OF TOTAL ASSETS BY SEGMENT
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TITLED
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Person 1Person 2JOINTLY
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Assets
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9
Cash - #DIV/0!
10
11
Checking accounts
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Savings accounts
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CDs (certificates of deposit)
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Life Insurance (cash surrender value)
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Other cash
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Total Cash - - -
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Investments - #DIV/0!
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Brokerage Account #1 (stocks, bonds, mutual funds)
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Brokerage Account #2
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Crypto
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Total Investments - - -
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Property - #DIV/0!
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Primary Residence (market value)
28
Secondary Residence (market value)
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Automobile #1 (present value)
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Automobile #2
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Bullion (silver, gold, etc)
32
Jewelry, Art and Collectibles
33
Home Furnishings
34
Boat
35
Other property
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Total Property - - -
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Retirement - #DIV/0!
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Employer Sponsored Retirement Accounts
41
Roth IRA
42
Traditional IRA
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Rollover IRA
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Other assets
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Total Retirement - - -
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Notes and Accounts receivable - #DIV/0!
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Notes Receivable
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Accounts Receivable
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Total Notes and Accounts Receivable - - -
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Total Assets - - - - #DIV/0!
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Liabilities
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Liabilities - #DIV/0!
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Accounts Payable
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Auto Loan #1
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Auto Loan #2
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Credit Card Debt
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Consumer Loans or Installments
64
Loan on Life Insurance
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Mortgage on Primary Residence
66
Mortgage on Secondary Residence
67
Student Loans
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Unpaid Taxes
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Money Owed to Others
70
Other liabilities
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Total Liabilities - - - - #DIV/0!
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Net Worth - #DIV/0!
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90
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92
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100