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other names: joint financial statement divorce financial statement married couple financial statement personal financial statement for married couples financial worksheet for divorce
joint financial statement document preview

what is a joint financial statement?

a joint financial statement can help you and your spouse organize your important financial information, and can be used for your own records or to show to someone else. joint financial statements often cover the most common kinds of financial assets and liabilities and thus provide a clear snapshot of your financial portfolio.
 
joint financial statements can help save time when you're consulting with a professional such as an attorney, financial planner, estate planner, real estate agent, or broker. they can also be useful when you are starting a new business, preparing to buy real estate, getting divorced, or working on your estate plan. if you're planning to apply for a loan, lease, or a line of credit, having a financial statement prepared can help demonstrate creditworthiness and increase your odds at getting approved. moreover, keeping track of all your assets and liabilities in a single financial snapshot can help when having conversations about money and the future.
 
note: if you are single, a personal financial statement may be more appropriate for your situation. 

when to use a joint financial statement:

  • you're married and applying for a joint loan or line of credit.
  • you're getting divorced and need to inventory all your financial assets and liabilities. 
  • you're making your estate plan and want to make sure your account for all your assets.
  • you're meeting with an attorney, financial advisor, or other professional who needs your financial portfolio.
  • you want to figure out what your assets and liabilities are.

sample joint financial statement

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personal financial statement

on

 

  name  

  address

  ,

  home phone

  birthdate

 

  this statement is prepared to be

 

bank/financial institution account no. balance

bank/financial institution account no. owner balance

's total 

's total

joint total 

  _____________

bank/financial institution account no. balance

bank/financial institution account no. owner balance

's total

's total

joint total

  _____________

bank/financial institution certificate no. value

bank/financial institution certificate no. owner value

's total

's total

joint total

  _____________

debtor balance

debtor owner balance

's total

's total

joint total

  _____________

borrower balance

borrower owner balance

's total

's total

joint total

  _____________

description value

description owner value

's total

's total

joint total

  _____________

description value

description owner value

's total

's total

joint total

  _____________

make model and year value

make model and year owner value

's total

's total

joint total

  _____________

make model and year value

make model and year owner value

's total

's total

joint total

  _____________

description value

description owner value

's total

's total

joint total

  _____________

address years owned value

address years owned owner value

's total

's total

joint total

  _____________

description value

description owner value

's total

's total

joint total

  _____________

address value

address owner value

's total

's total

joint total

  _____________

description value

description owner value

's total

's total

joint total

  _____________

bond name   value

bond name owner value

's total

's total

joint total

  _____________

name and type of plan value

name and type of plan owner value

's total

's total

  _____________

company name policy no. face value

company name policy no. owner face value

's total 

's total

  _____________

(not included in asset total)

company name policy no. face value

company name policy no. owner face value

's total 

's total

  _____________

asset description value

asset description owner value

's total

's total

joint total

  _____________

's total

's total

joint total

  _____________

lender loan no. monthly payment balance due

lender loan no. owner monthly payment balance due

's total 

's total

joint total 

  _____________

lender loan no. monthly payment balance due

lender loan no. owner monthly payment balance due

's total 

's total

joint total 

  _____________

lender loan no. monthly payment balance due

lender loan no. owner monthly payment balance due

's total 

's total

joint total 

  _____________

lender loan no. monthly payment balance due

lender loan no. owner monthly payment balance due

's total 

's total

joint total 

 

company acct. no. monthly payment balance due

company acct. no. owner monthly payment balance due

's total 

's total

joint total 

  _____________

lender loan no. monthly payment balance due

lender loan no. owner monthly payment balance due

's total 

's total

  _____________

description monthly payment balance due

description owner monthly payment balance due

's total 

's total

joint total 

  _____________

's total

's total

joint total

  _____________

 

summary listing of assets and liabilities

 

checking accts     checking accts     savings accts     savings accts    cert.of deposit     cert.of deposit    accts receivable     accts receivable    notes receivable     notes receivable     household goods     household goods    jewelry     jewelry    vehicles     vehicles    boats     boats    recreational equip.     recreational equip.    pers. residence     pers. residence    bus. real estate     bus. real estate    real estate - other     real estate - other    stocks/mutual funds     stocks/mutual funds    bonds     bonds    retirement plans     retirement plans   n/alife ins. (face value    life ins. (face value)  n/alife ins. (cash value)    life ins. (cash value)  n/a other assets     other assets    

 

total assets:

 

 

pers. residence     pers. residence    home equity loan     home equity loan    other mortgage     other mortgage   vehicle loan     vehicle loan    credit card debt     credit card debt    student loans     student loans   n/aother liabilities     other liabilities    

 

total liabilities: 

 

combined net worth:   

  ============

 

sources of monthly income:

employer wages wages 

employee employer wages wages 

investment accounts

trusts

  _____________

total monthly income   

 

monthly expenses:

child care   

food

health care/medication

utilities

housing/rent

other mortgage loans

auto loans

auto insurance  

other insurance

credit cards   

student loans 

other expenses (including clothing, recreation, misc.)

  _____________

total monthly expenses 

 

i certify and warrant that to the best of my knowledge the information contained in this personal financial statement is true, correct and complete.we certify and warrant that to the best of our knowledge the information contained in this personal financial statement is true, correct and complete.for: for: and

the personal financial statement is not a legal document and does not require any signature, witnesses or notarization.

_____ if a certification as to the accuracy and completeness of the financial statement is required, it will be necessary for to sign the statement.

_____ if a certification as to the accuracy and completeness of the financial statement is required, it will be necessary for and to sign the statement.

give a copy of the worksheet to:give a signed copy of the worksheet to:

____ lender or officer of financial institution

 

____ financial advisor and/or individuals that the statement was prepared for

 

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