Why Choose My Financial Snapshot?
Being aware of your financial situation is the first step in creating a stable financial future. If you are unaware of what you own, or who you owe, it will be difficult to make the right first decisions.
Taking ownership of your financial snapshot is the second step on the path to creating the best financial future for you. In a world that ownership is frowned upon, it is critical that you take ownership of your life and finances more than ever.
Realizing the value you have in front of you is the third step on the path to your financial future and financial independence.
Our mission is to make financial literacy synonymous with literacy.
My Financial SnapShot
A personal financial statement designed by you, to reflect you.
My Financial Snapshot exists to allow our customers to become aware, take ownership, and create lasting value in their personal finances.
Our mission is to make financial literacy, synonymous with literacy.
Prepare your Financial Snapshot for only $49.99 per year!
The #1 personal financial statement builder available!
Taking ownership of your financial snapshot is the second step on the path to creating the best financial future for you. In a world that ownership is frowned upon, it is critical that you take ownership of your life and finances more than ever. Whether you are in a great, mediocre, or poor financial position. There is always something more to learn, and ways to improve.
My Financial Snapshot works hard to provide the #1 personal financial statement builder available online. Our step-by-step process is broken down into 12 categories. With these twelve categories, we cover 99% of assets and liabilities that an individual may need to...
Getting your finances into good shape is just as important as taking care of your physical and mental wellbeing. You’ll have to invest some time, but if you make a plan and stick to it, you might find that your financial future can shape up a lot quicker than you...
Have you ever heard of a financial snapshot? Have you ever filled out a personal financial statement? Do you keep track of your finances on a regular basis? Monthly? Quarterly? Yearly? Do you find it stressful to think about, discuss, or even look at your finances? If...
What People Are Saying About My Financial Snapshot
We are always striving to create a better experience for our users. Your feedback goes a long way!
“My Financial Snapshot is a tremendous resource no matter where you are in life, but is especially beneficial to recent college graduates, young professionals, and newly married couples to help them keep track of and build their desired financial future early on. Being aware of where you are financially empowers you to grow and improve. A personal financial statement is important when borrowing money to build or buy a home, start a business, and will ultimately show the bank that you’re a strong or weak borrower. We ask that our customers provide a personal financial statement when requesting to borrow funds for major purchases and investments and My Financial Snapshot has already made creating and updating those statements very easy for our customers.”