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Sample Financial Statement

Before entering into a prenuptial or premarital agreement, each prospective spouse must make a complete and honest financial disclosure to the other. This should include all income, assets and debts and it may prove to be a very helpful tool in preparing a prenuptial agreement and, even beyond that, in preparing for marriage. Accurate financial statements help couples to identify their property and their respective rights to that property, and also to engage in proper financial planning at the outset of their marriage. With the clear understanding of property ownership during marriage that can result from accurate financial statements, couples may be able to avoid many of the financial frustrations that can unfortunately tear down an otherwise healthy relationship.

You may be asking how to get started with this process. It's always helpful to have a guide as you go through your financial statements and bill histories. The following form can be useful in putting together your financial statement and in verifying that the information you receive from your spouse is complete. However, this is only a starting point. This form should be used in conjunction with the advice and counsel of a family law attorney familiar with the marital property laws in your state. After all, your state may have unique laws related to marital property and prenuptial agreements that an attorney can help to explain to you before signing the dotted line.

Financial Statement

A. Gross Monthly Income

Source/Amount ________________/$________

Source/Amount ________________/$________

Source/Amount ________________/$________

TOTAL: $________________

B. Deductions from Gross Income

State Income Tax $____________________
Federal Income Tax $____________________
Social Security $____________________
Self-employment Tax $____________________
Health Insurance $____________________
Union Dues $____________________
Pension/Retirement $____________________
Support Orders $____________________
Other $____________________

TOTAL : $_______________

C. NET MONTHLY INCOME: (gross income minus total deductions)


D. Assets & Liabilities

  Value Owe
Primary Home $_______________ $_______________  
Vacation Home $_______________ $_______________  
Other Home/Property $_______________ $_______________  
Vehicle(s) $_______________ $_______________  
Recreational Vehicle $_______________ $_______________  
Boat(s) $_______________ $_______________  
Furniture $_______________ $_______________  
Home Furnishings $_______________ $_______________  
Appliances $_______________ $_______________  
Artwork $_______________ $_______________  
Jewelry $_______________ $_______________  
Computer(s) $_______________ $_______________  
Personal Property $_______________ $_______________  
Cash $_______________ $_______________  
Stocks/Bonds/Funds $_______________ $_______________  
Stock Options $_______________ $_______________  
Checking Account(s) $_______________ $_______________  
Savings Account(s) $_______________ $_______________  
Retirement/Pensions $_______________ $_______________  
Profit Sharing $_______________ $_______________  
IRA(s) $_______________ $_______________  
Business(es) $_______________ $_______________  
Professional Practice $_______________ $_______________  
Life Insurance $_______________ $_______________  
Other Assets
Description Value


TOTAL ASSETS: $_______________

TOTAL LIABILITIES: $_______________

E. NET WORTH: (assets minus liabilities) $___________________________

F. Educational Degrees

Related Resources

Get a Handle on Your Finances Before You Get Married: Talk to an Attorney

When it comes to prenuptial agreements, obtaining an accurate understanding of assets and debts is critical to avoid major headaches down the road. This starts with accurate and complete financial disclosures by both sides. If you have questions about financial statements or you want to make sure that a prenuptial agreement will adequately protect your property, you should contact an experienced family law attorney near you. 

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