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Financial Statement Page 2

LGS Group, LLC

 
Personal Finance Statement of:
 
Details
 
1. ASSETS - Details
 
Notes and Contracts held
From Whom Owing Balance Owing Original Amount Original Date Monthly Payment Maturity Date History / Purpose
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
 
Securities: stocks / bonds / mutual funds
Name of Security Number of Shares Cost Market Value Date of Acquisition  
$ $
$ $
$ $
$ $
$ $
 
Stock in Privately Held Companies
Company Name No. of shares $ Invested Est. Market Value  
$ $
$ $
$ $
$ $
 
Real Estate
Description / Location Market Value Amount Owing Original Cost Purchase Date  
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
 
2. LIABILITIES - Details
 
Credit Card & Charge Card Debt
Name of Card / Creditor Amount Due  
$
$
$
$
 
Notes Payable (excluding monthly bills)
Name of Creditor Amount Owing Original Amount Monthly Payment Interest Rate Secured by (Leine)  
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
 
Mortgage / Real Estate Loans Payable
Name of Creditor Amount Owing Original Amount Monthly Payment Interest Rate Secured by (Leine)  
$ $ $
$ $ $
$ $ $
$ $ $

 

 
 

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