Financial Snapshot
A clear picture of your financial position — your Balance Sheet and Budget — in one place.
Review the example, then fill in your own details. Share with your financial advisor to get professional guidance.
Tip: A financial advisor can help you interpret these numbers and plan your next steps. Find a Financial Professional
For Planning Purposes Only
This financial snapshot is an organizational tool to help you and your advisors understand your overall financial picture. It is not a substitute for professional financial advice. Values are self-reported estimates. We strongly recommend reviewing this with a qualified financial professional.
Reviewing sample financial statements with example data highlighted in yellow.
Personal Balance Sheet
Prepared for: John & Mary Smith
As of this day: March 4, 2026
ASSETS (What You Own)
Current Assets (Liquid)
| Checking Account | $12,500 |
| Savings Account | $35,000 |
| Money Market | $15,000 |
| Certificates of Deposit | $25,000 |
| Total Current Assets | $87,500 |
Investment Assets
| Stocks / Mutual Funds | $120,000 |
| Bonds | $45,000 |
| 401(k) / IRA | $285,000 |
| Pension Value | $150,000 |
| Total Investment Assets | $600,000 |
Property & Personal Assets
| Primary Residence | $350,000 |
| Vehicles | $28,000 |
| Personal Property | $15,000 |
| Life Insurance (Cash Value) | $25,000 |
| Total Property Assets | $418,000 |
| TOTAL ASSETS | $1,105,500 |
LIABILITIES (What You Owe)
Current Liabilities (Due Within 1 Year)
| Credit Card Balances | $3,200 |
| Medical Bills | $1,500 |
| Other Short-term Debts | $0 |
| Total Current Liabilities | $4,700 |
Long-term Liabilities
| Mortgage Balance | $142,000 |
| Auto Loan | $8,500 |
| Other Loans | $0 |
| Total Long-term Liabilities | $150,500 |
| TOTAL LIABILITIES | $155,200 |
NET WORTH (Equity)
| Total Assets | $1,105,500 |
| Less: Total Liabilities | ($155,200) |
| NET WORTH | $950,300 |
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Personal Balance Sheet
Prepared for:
As of this day:
ASSETS (What You Own)
Current Assets (Liquid)
| Total Current Assets | $0 |
Investment Assets
| Total Investment Assets | $0 |
Property & Personal Assets
| Total Property Assets | $0 |
| TOTAL ASSETS | $0 |
LIABILITIES (What You Owe)
Current Liabilities (Due Within 1 Year)
| Total Current Liabilities | $0 |
Long-term Liabilities
| Total Long-term Liabilities | $0 |
| TOTAL LIABILITIES | $0 |
NET WORTH (Equity)
| Total Assets | $0 |
| Less: Total Liabilities | $0 |
| NET WORTH | $0 |
Need Help Understanding Your Finances?
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