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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

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.

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PERSONAL FINANCIAL STATEMENT


	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: