Personal Financial Data Form - PoleStar

Personal Financial Data Form

Step 1 of 5

Name
First Last
Email

Assets
An asset is something valuable or useful that you own. List money, property (land and buildings), and amounts to be received from someone.
If you have additional items to add click the plus button on the right side of the row.
Cash on Hand
Location Type Value
Bank Accounts
Location Type Value
Investment Accounts
Description Type Value
Life Insurance
Insurer Death Benefit Cash Value

Assets
If you have additional items to add click the plus button on the right side of the row.
Precious Metals/ Artworks/ Collections
Description Type Value
Vehicles/ R.V.'s
Description Type Value
Real Estate
Description Type Value
Sporting Equipment
Description Type Value

Debts
If you have additional items to add click the plus button on the right side of the row.
Credit Cards
Holder Type Balance Payment
Car Loans (include leases)
Holder Vehicle Balance Payment
Real Estate
Holder Property Balance Payment

Debts
If you have additional items to add click the plus button on the right side of the row.
Other Loans (family, bank, student loans, medical, etc)
Holder Description Balance Payment