Facilitating your financial growth and development is one of our core primary functions,
therefore, we encourage you to complete and submit the following financial worksheets:
The Statement of Net Worth is designed to provide an overview of your financial position/wealth. Your net worth is difference between your assets (investment securities, real estate, jewelry, automobile etc.), and liabilities (mortgage, unpaid credit cards, and other personal loans).
The Statement of Cash Flow is geared to help you manage cash. It provides an accounting of
the sources and uses of cash, how much you earn, spend, and retain to save and invest. Investment Portfolio Summary is geared to provide an overview your investments and the level of concentration in your portfolio by instruments and products (i.e., savings, money market and certificate of deposits (CD’s) accounts, mutual funds holdings, stocks and bonds, real estate etc).
Note: The information you provide will allow us to service you better.