make your free personal financial statement
what is a personal financial statement?
personal 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, or working on a prenuptial agreement or 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.
note: if you are married and have combined all or some of your personal finances, a joint financial statement may be more appropriate for your situation.
when to use a personal financial statement:
- you're single and meeting with an estate planning attorney or financial planner.
- you're thinking about applying for a loan.
- you're planning to buy real estate or working on your estate plan.
- you'd like to get your liabilities and assets figured out.
sample personal financial statement
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personal financial statement
prepared for
on
| name |
| address |
| , |
| home phone |
| birthdate |
| this statement is prepared to be |
(not included in asset total)
(not included in asset total)
summary listing of assets and liabilities
| assets | amount |
| _____________ |
| total assets: |
| liabilities | amount |
| _____________ |
| total liabilities: |
| net worth: |
| ============ |
sources of monthly income:
| investment accounts |
| trusts |
| other sources |
| _____________ |
| 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.
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. |
| ____ | lender or officer of financial institution |
| ____ | financial advisor and/or individuals that the statement was prepared for |
personal financial statement faqs
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how do you make a personal financial statement?
simply select your state, then begin answering the questions as prompted. the step-by-step process is simple and easy to complete. when you're finished, you can save, download, and print your document.
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how do you write a personal statement of assets and liabilities?
a personal financial statement is typically just another name for a personal statement of assets and liabilities. the template on this page will create a statement of assets and liabilities.
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what are some examples of personal financial documents?
examples of personal financial documents that you'll want to refer to while making your financial statement include:
- checking account records
- savings account records
- stocks and bonds
- real estate holdings
- accounts receivable
- annual income
- retirement plans
- car loans
- personal property
- credit card debts
- mortgage information
- loans (student loans, etc.)
- any other relevant assets or liabilities
