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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

  • 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.

  • 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.

  • 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.

  • 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.

  • 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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