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Kelly Financial Services, Inc.

400 Bridge Street, Suite 4
New Cumberland, PA 17070
717.774.7536



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Personal Financial Statements

Personal financial statements are used by individuals for the purpose of obtaining a loan, buy real estate, evaluate real estate, as an estate planning tool, valuing net worth for the purposes of divorce and other situations which require personal financial information. A personal financial statement does not have any information about a business on it other than the net worth of the business. Lenders, banks and other professional require a personal financial statement to evaluate collateral, assets, and to look at a person’s expenses, short and long-term liabilities and net worth. A properly completed personal financial statement will also help with the purchase of life insurance for estate and gifting purposes.

Download a Generic Personal Financial Statement (PDF)