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OTHER NAMESJoint Financial StatementDivorce Financial StatementMarried Couple Financial StatementPersonal Financial Statement for Married CouplesFinancial Worksheet for Divorce
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.
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.
What we’ll cover
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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