Personal Financial Statements

Creating a personal financial statement might sound like a complex and confusing proposition. But at John Morrissey Accountants, we'll keep it as simple as we can. We think it is an important first step in developing a financial plan…or in making big financial decisions.

In fact, any time you might look to borrow money (buying a house or car, or even applying for a credit card), you will likely be asked to provide some personal financial data. We think you should have the same basic understanding of your own financial position as the person who will review that information and approve or deny your credit.

It starts as little more than a statement of what you have, and what you owe. But we'll help you make sure it’s complete enough to help us both with your financial planning. We'll also help you make sure you understand your credit score, and how that may impact your ability to borrow money if you need it.

Rockford 815.282.4600 and Belvidere 815.547.6234
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