60 Walnut St Suite 101A Wellesley, MA 02481 Phone 781.772.2450 Fax 781.431.9777 www.balancewealthadvisor.com FINANCIAL POSITIONS Please list fair market value for the following: Assets: Primary Residence: Vehicle 1 Type FMV: Other Real Estate: Vehicle 2 Type FMV: Personal Belongings: Other: Other: Accounts: Checking Account at __ Average Monthly Balance: Savings Account at _ Average Monthly Balance: Checking Account at _ Average Monthly Balance: Savings Account at _ Average Monthly Balance: Husband (401k,403b, etc.) at ________ Balance: Wife (401k,403b, etc.) at ____ Balance: Husband IRA at _____ ________ Balance: Wife IRA at _________ _______ Balance: Husband Roth IRA at ________ _____ Balance: Wife Roth IRA at ______ _____ Balance: Brokerage Account at _______ _____ Balance: Brokerage Account at _______ _____ Balance: 529 Account at ______ ______ Balance: 529 Account at ______ ______ Balance: 529 Account at ______ ______ Balance: Other Account at___________________ Balance: Other Account at___________________ Balance: 

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FINANCIAL POSITIONS.pdf

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