Your #1 Choice For an Online Financial Statement Builder
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.
Why Choose My Financial Snapshot
Applying for a loan?
Whether it is a first time home buyer, a refinance on a loan, a car loan, or other types of personal loans. My Financial Snapshot is the premier location to send loan officers your most up to date personal financial statement. Easily email your loan officer a PDF of your financial snapshot that is easy for them to read and understand.
Rental Real Estate Owners?
We are the perfect solution for you to continually be able to update your personal financial statement for your community bank.
Paying a fortune to a CPA or other professional for an inferior product?
Stop paying hundreds or thousands to a CPA, lawyer, or other professionals for a product you can create yourself.
Create a stronger marriage!
One of the top reasons for divorce in the United States is financial problems for a variety of reasons. Use My financial Snapshot as an easy way to begin talking to your significant other about your finances.
Overall Financial Education
Use My Financial Snapshot as an easy to use tool to understand your financial snapshot, and begin making your own decisions to improve your position.
Our Core Principles
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.