MAKE YOUR FREE Personal Financial Statement
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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
The terms in your document will update based on the information you provide
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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