Financial Smart Goals
Save, fill-In The Blanks, Print, Done!
Download Financial Smart Goals
Adobe Acrobat (.pdf)- This Document Has Been Certified by a Professional
- 100% customizable
- This is a digital download (497.66 kB)
- Language: English
- We recommend downloading this file onto your computer.
How to draft a Financial Smart Goals? An easy way to start completing your document is to download this Financial Smart Goals template now!
Every day brings new projects, emails, documents, and task lists, and often it is not that different from the work you have done before. Many of our day-to-day tasks are similar to something we have done before. Don't reinvent the wheel every time you start to work on something new!
Instead, we provide this standardized Financial Smart Goals template with text and formatting as a starting point to help professionalize the way you are working. Our private, business and legal document templates are regularly screened by professionals. If time or quality is of the essence, this ready-made template can help you to save time and to focus on the topics that really matter!
Using this document template guarantees you will save time, cost and efforts! It comes in Microsoft Office format, is ready to be tailored to your personal needs. Completing your document has never been easier!
Download this Financial Smart Goals template now for your own benefit!
ExtFCS619: 150 printed at x.99 each, December 2010 NET WORTH STATEMENT Today’s Date: ASSETS LIABILITIES CASH AND SAVINGS Cash and checking accounts Savings account(s) Certificates of deposit U.S. savings bonds Money market accounts Other INVESTMENT ASSETS Stocks Bonds Mutual funds Employee stock options Cash value of life insurance Surrender value of annuities Income producing real estate Other RETIREMENT ASSETS Pension or profit-sharing plans IRA’s/Keogh accounts/SEPs 401k/403b plans Other OTHER ASSETS Home (market value) Other non-income real estate Furniture Equipment Autos (market value) Recreational vehicles Collectibles Jewelry Other TOTAL ASSETS Home mortgage(s) Other real estate loans Auto loan(s) Student loan(s) Other bank loan(s) Credit card(s) Charge accounts Past-due bills Taxes Pledges (charities, church, etc.) Loans on life insurance policies Other liabilities TOTAL LIABILITIES NET WORTH (assets minus liabilities) Stop Spending Leaks Does it seem like your money just disappears Consider how small habits add up over time..
DISCLAIMER
Nothing on this site shall be considered legal advice and no attorney-client relationship is established.
Leave a Reply. If you have any questions or remarks, feel free to post them below.
Related templates
Latest templates
Latest topics
- Christmas Templates
Christmas is coming soon... Be prepared with nice Christmas letters, invitations, social posts etc and check out these Christmas templates now! - IT Security Standards Kit
What are IT Security Standards? Check out our collection of this newly updated IT Security Kit Standard templates, including policies, controls, processes, checklists, procedures and other documents. - GDPR Compliance Templates
What do you need to become GDPR compliant? Are you looking for useful GDPR document templates to make you compliant? All these compliance documents will be available to download instantly... - Invoice Templates
What exactly is an invoice, and what is the difference between the terms “receipt” and “bill”? Check out our Invoice, Bill & Receipt templates. - Best Calendar Templates
How do you make a nice calendar? Are you looking for nice calendar templates in MS Word, Excel or PowerPoint to improve your personal efficiency and effectiveness? These easy to modify calendar templates can help you out!
cheese
