Download Our Free Personal Financial Statement Template

Meredith Wood

Meredith Wood

Editor-in-Chief at Fundera
Meredith is Editor-in-Chief at Fundera. Specializing in financial advice for small business owners, Meredith is a current and past contributor to Yahoo!, Amex OPEN Forum, Fox Business, SCORE, AllBusiness and more.
Meredith Wood

Has your lender asked you for a personal financial statement? Was you answer “Um, what?” Don’t worry — if you haven’t heard about the document before, that’s because it’s almost exclusively used for credit purposes.

A personal financial statement gives a lenders insight into your personal financial situation at any given point in time. Lenders want to know what’s going on with you, the business owner, even if you are applying for a business loan. After all, you will be the one paying back the loan.

If you’re ready to prepare a personal financial statement, download our free template here. 

Editorial Note: Any opinions, analyses, reviews or recommendations expressed in this article are those of the author’s alone, and have not been reviewed, approved, or otherwise endorsed by any of these entities.
Meredith Wood

Meredith Wood

Editor-in-Chief at Fundera
Meredith is Editor-in-Chief at Fundera. Specializing in financial advice for small business owners, Meredith is a current and past contributor to Yahoo!, Amex OPEN Forum, Fox Business, SCORE, AllBusiness and more.
Meredith Wood

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