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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... Read more
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Making a Personal Financial Statement for Single People
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What is a 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.
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What is a Personal Financial Statement template?
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.
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How do you write a Personal Financial Statement?
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.
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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 your 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
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