Make your Free
Personal Financial Statement for Single People

A Personal Financial Statement helps you organize your finances. Whether 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. A Personal Financial Statement is a simple way to organize your important financial information, and can be used for your personal records or to show to someone else.

A personal financial statement template is a document that helps you input your financial information to create a Personal Financial Statement. The template offers the infrastructure to cover the most common kinds of financial assets and liabilities.

Whether you are intending to apply for credit, buy a new home, or start a new business, having a Personal Financial Statement can help ensure you don't miss any important details. A Personal Financial Statement is also a convenient tool if you're consulting with a professional such as an attorney, financial planner or advisor. Having the document prepared can help save time, and provides a clear snapshot of your financial portfolio.

Rocket Lawyer's free Personal Financial Statement document can be used if:

• You plan to meet with an estate planning attorney or financial planner.
• You plan to apply for a loan or new line of credit.
• You are attempting to get your liabilities and assets figured out.

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.

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 your assets and liabilities.

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