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Personal Financial Statement - Married

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Personal Financial Statement - Married basics

A Personal Financial Statement - Married document can help you and your spouse organize and present your financial portfolio. If you're applying for a loan, a lease, or credit, a personal financial statement can help you make a more compelling argument by compiling all your financial information into a single, formal, statement. A Personal Financial Statement helps you get organized and get prepared.

Use the Personal Financial Statement - Married document if:

  • You're married and applying for a joint loan.
  • 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.

A Personal Financial Statement helps you figure out your assets. When you got married chances are your financial situation became a lot more complicated. After all, you and your spouse now control more assets and have more options to consider. No matter which path you and your spouse choose to take there are often situations when you need someone to take a financial chance on you. If you and your spouse wanted to apply for a home or personal loan, having a full accounting of your financial situation can make the process much simpler. A Personal Financial Statement is an easy way to outline your finances and prepare a formal statement.

Other names for this document: Personal Financial Statement for Married People

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Sample Personal Financial Statement - Married

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