Get our app
Account Sign up Sign in

MAKE YOUR FREE Personal Financial Statement

Make document
Other Names: Statement of Assets and Liabilities Financial Statement
Personal Financial Statement document preview

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

The terms in your document will update based on the information you provide

This document has been customized over 144.8K times
Documents and communicates
Ask a lawyer questions about your document



prepared for






  Home Phone



  This statement is prepared to be


(not included in asset total)

(not included in asset total)




ASSETS   Amount

















Investment Accounts


Other Sources






Child Care   


Health Care/Medication



Other Mortgage Loans

Auto Loans

Auto Insurance  

Other Insurance

Credit Cards   

Student Loans 

Other Expenses (including clothing, recreation, misc.)





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


Personal Financial Statement FAQs

Collapse all
Expand all
  • 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
Personal Financial Statement document preview

Create Your Document In Just 3 Easy Steps:

Build your document

Build your document

Answer a few simple questions to make your document in minutes

Right-facing arrow
Save now, finish later

Save now, finish later

Start now and save your progress, finish on any device

Right-facing arrow
Download, print & share

Download, print & share

Store securely, share online and make copies

Right-facing arrow

Ask a lawyer

Our network attorneys are here for you.
0/600 !

You've exceeded the character limit.

Rocket Lawyer Network Attorneys

Looking for something else?

Start your Personal Financial Statement now and get Rocket Lawyer FREE for 7 days

Get legal services you can trust at prices you can afford. You'll get:

All the legal documents you need—customize, share, print & more

Unlimited electronic signatures with RocketSign®

Ask a lawyer questions or have them review your document

Dispute protection on all your contracts with Document Defense®

30-minute phone call with a lawyer about any new issue

Discounts on business and attorney services