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775 Arena Road Hiawatha, IA 52233 P: 8009268230 F: 3193646502 PERSONAL FINANCIAL STATEMENT Email: info dexterfinancial.com Individual NAME(S): ASSETS DOLLARS Joint with Spouse LIABILITIES DOLLARS
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How to fill out a personal financial statement:

01
Gather all of your financial documents: Start by collecting all of your relevant financial documents, including bank statements, investment account statements, mortgage or loan statements, credit card statements, and any other documents that reflect your financial situation.
02
List your assets: Begin by listing all of your assets and their approximate values. This can include cash on hand, bank account balances, investments, real estate properties, vehicles, and any other valuable possessions you own.
03
Calculate your liabilities: Next, determine all of your outstanding debts or liabilities. This can include mortgage loans, auto loans, student loans, credit card debts, and any other outstanding loans or debts.
04
Determine your net worth: Subtract your total liabilities from your total assets to calculate your net worth. This will give you a clear picture of your overall financial standing.
05
Provide accurate information: Ensure that all the financial information you provide is accurate and up-to-date. Be thorough and detailed when listing your assets and liabilities, and include any additional information that may be required on the financial statement form.
06
Seek professional assistance if needed: If you're unsure or have complex financial situations, consider seeking assistance from a financial advisor or accountant. They can provide guidance and ensure that your personal financial statement is accurately filled out.

Who needs a personal financial statement:

01
Individuals applying for loans: Banks and financial institutions often require individuals applying for loans, such as mortgages or business loans, to submit a personal financial statement to assess their creditworthiness and ability to repay the loan.
02
Small business owners: Small business owners may need to provide a personal financial statement when applying for business loans or seeking investment funding. This helps lenders or investors evaluate the owner's personal financial situation and assess the risk involved in lending or investing.
03
Individuals seeking financial planning: People looking to create a comprehensive financial plan or seeking professional financial advice may be asked to provide a personal financial statement. This helps financial planners or advisors understand an individual's current financial position and develop strategies to meet their financial goals.
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A personal financial statement is a document that details a person's assets, liabilities, income, and expenses.
Individuals who hold certain positions in government or private organizations may be required to file a personal financial statement.
Personal financial statements can be filled out by listing all assets and liabilities, including bank accounts, investments, debts, and other financial obligations.
The purpose of a personal financial statement is to provide a snapshot of an individual's financial situation, including their net worth and financial health.
Information such as assets, liabilities, income sources, and expenses must be reported on a personal financial statement.
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Relevant keywords

DFS 401K Kacena CDs false Endorser infodexterfinancial foregoing Hiawatha Receivable Guarantor deems representations LIABILITIES Totals herein IA pursuant certify Balances Mortgages knowingly payable obtaining Provision punishable furnish Unpaid default C

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