Master Your Finances with a Free Personal Financial Statement Template

Real estate investing is an exciting way to grow wealth, but many people aren’t sure where to start—or how much they can truly afford to invest. Others might already be investing but lack clarity on their financial position or the next best steps.

If you’ve ever asked yourself these questions, a personal financial statement can help bring clarity and direction to your financial life.

a sample financial statement I did for one of my clients

Why Use a Personal Financial Statement?

A personal financial statement isn’t just a document—it’s a powerful tool to help you make informed decisions about your money. Whether you’re new to real estate investing or an experienced investor, this template can provide:

• A Clear Financial Snapshot: Understand your assets, liabilities, and overall financial position.

• Net Worth Calculation: Determine how much wealth you’ve accumulated and track changes over time.

• Savings Rate Analysis: See how much you’re saving and where adjustments might improve your financial health.

• Investment Affordability: Understand how much you can comfortably allocate toward investments.

• Next Financial Moves: Gain insights into strategies for optimizing your finances.

• Professional Presentation: Break down your financial information in a way that’s easy for potential investors or advisors to understand.

Who Can Benefit from This Template?

If you’re wondering whether this personal financial statement is for you, ask yourself one simple question:

Do I have or want money?

If the answer is yes, then this template can absolutely help you. From creating a clear financial picture to guiding responsible investments, this tool empowers you to take control of your finances.

The Value of Filling Out Your Financial Statement

Taking the time to fill out this template is an investment in itself. You’ll likely walk away with a better understanding of your financial position than most people—including seasoned investors and business professionals.

Ready to Get Started?

If you’d like a copy of this FREE personal financial statement template, simply reach out!

DM me your email, and I’ll send it your way 📧.

PS: The snapshot of the template in the image is just the beginning. There’s a wealth of valuable insights waiting for you inside! 🎁

Take the first step toward mastering your finances today.