3. Assets & Liabilities
If purchasing a new home, what is the source of your downpayment?
Assets
Approximate total liquid assets: $
Total gift funds you will be receiving (if applicable): $
Total proceeds from sale of home (if applicable): $
Liabilities
Minimum monthly credit card payment: $
Monthly installment debts (car loans, student loans, personal loans):
Balance of current mortgage (primary residence): $
Current mortgage payment: $
Alimony/Child Support/Maintenance: $
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