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OTHER NAMES Statement of Assets and Liabilities Financial Statement

What is a Personal Financial Statement?

A Personal Financial Statement is a document that helps you organize your important financial information, and can be used for your personal records or to show to someone else. Personal Financial Statements often cover the most common kinds of financial assets and liabilities and thus provide a clear snapshot of your financial portfolio.

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.

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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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.

  • 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.

  • 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

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