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Personal Finances Summary

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If you are applying for a loan, planning your estate, or want a snapshot of your personal finances, use this Personal Financial Statement to clearly and thoroughly layout your personal finances. Customize your current employment status, your other sources of income, your marital status, your spouse’s employment status, your assets, your liabilities, household expenses, and dependents. This document can be used by individuals that want to assess their finances in an organized and concise manner.

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