Personal Financial Statements

The objective of a personal financial statement is to provide information about your financial situation. It should be understandable, relevant, reliable and comparable. Reported assets, liabilities, equity, income and expenses are directly related to your personal financial position.

Lenders often request a personal financial statement when extending credit. At Ramsay & Associates, we can help you gather information for this and prepare a professional-looking personal financial statement that will meet your needs, and comply with the rules and regulations regarding personal financial statements.

 

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