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4061 Powder Mill Road, Suite 705 • Calverton, MD 20705 • Phone: 301.595.8600 • Toll Free: 877.595.8605

Clarity for a
better tomorrow.

Personal Net Worth and Budget Summaries

Personal Net Worth Summary

Understanding your current financial situation today allows you to formulate a plan for tomorrow. Once we have all your financial information gathered, we’ll develop a Personal Net Worth Summary that clearly shows all of your assets and how much debt you have (liabilities).

The statement below allows you to see your net worth in one consolidated snapshot.

General Budget Summary

Wondering where you spend your money each month? Our General Budget Summary will provide a clear picture of your spending and saving habits so we can identify where improvements can be made. It is a crucial part to understanding your overall financial picture and it will lead you to efficiently save more money each month.

The sample worksheets below will provide valuable insight into your monthly expenditures.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Potomac Financial Group. Potomac Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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