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Click ‘Get Form’ to open the PERSONAL FINANCIAL STATEMENT in the editor.
Begin by entering your personal information, including your name, business phone, date of birth, and driver's license number. Ensure accuracy as this information is crucial for verification.
Fill in your residence address and contact details. This section helps establish your identity and location.
In the ASSETS section, list all relevant assets such as cash, savings accounts, real estate, and personal property. Be sure to provide accurate values and descriptions where required.
Next, move to the LIABILITIES section. Document all outstanding debts including accounts payable and loans. This will help calculate your net worth accurately.
Complete Section 1 regarding your source of income. Include salary and any other income sources while providing necessary descriptions.
For Sections 2 through 8, provide detailed information about notes payable, stocks and bonds, real estate owned, unpaid taxes, other liabilities, and life insurance held. Use attachments if needed for clarity.
Finally, review all entries for accuracy before signing the document at the end. Your signature confirms that all statements are true.

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How do I make my own financial statements?

5 steps to prepare your financial statements Step 1: gather all relevant financial data. Step 2: categorize and organize the data. Step 3: draft preliminary financial statements. Step 4: review and reconcile all data. Step 5: finalize and report.

What is your personal financial statement?

At its core, a personal financial statement simplifies your financial details into two categories: Assets are what you own, such as cash, investments, real estate, savings, and valuable personal property like vehicles or jewelry.

Who prepares a personal financial statement?

Ordinarily a CPA can compile personal financial statements based on the individuals representation of the estimated current values of assets and the estimated current amounts of liabilities.

What is my personal financial statement?

Financial statements are a set of documents that show your companys financial status at a specific point in time. They include key data on what your company owns and owes and how much money it has made and spent.