Simple Financial Statement
Your Name
*
First Name
Last Name
Your Email
*
example@example.com
Will you be doing planning with a partner?
*
Yes
No
Your Partner's Name
First Name
Last Name
Your Partner's Email
example@example.com
Annual Income
Income
Rows
You
Your Partner
Salary
Bonus
Interest & Dividends (not reinvested)
Stock Awards
Rows
You
Your Partner
~Annual Amount
Restricted Stock (RSU)
Long Term Incentive Plan (LTIP)
Employee Stock Purchase (ESPP, ESOP)
Incentive Stock Options (ISO)
Non-qualified Stock Options (NSO, NQSO)
Other
Other Income
Rows
You
Your Partner
Annual Amount
Rental Income
Social Security
Gift
Trust
Money Owed to You
Other
Annual Savings
Annual Savings
Rows
You
Your Partner
Joint
Retirement Contributions - PRETAX (401k, 403b, IRA, Deferred Compensation, etc)
Retirement Contributions - ROTH (401k, 403b, IRA, etc)
Brokerage Investment Account
Other (Bank, Mattress, etc)
Net Worth
Assets (what you own)
Rows
You
Your Partner
Joint
Current Emergency Savings
Savings/Money Market (not incuding emergency savings)
Checking
Certificates of Deposit (CDs)
iBonds or Series E/EE
Retirement Accounts (combine all)
Brokerage Accounts
Inherited Investment Accounts
Insurance + Annuities (cash value)
Home Value (if sold today)
Other Real Estate, Automobiles, Boats
Ownership or Partnership share of company (if sold today)
Other (jewelry, artwork, collections, etc)
529 + Educational Savings Accounts
Liabilities (what you owe)
Rows
You
Your Partner
Joint
Credit Cards
Mortgage(s)
Auto Loans
Student Loans
Investment Loans
Business Loans
Other Loans (personal, boat, etc)
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