1. Become aware of your current financial snapshot.
2. Take ownership of your financial snapshot, good or bad.
3. Realize the value you currently have and work towards more long-term value.
Our product aims to help individuals understand their financial “snapshot” through an easy-to-use, user-friendly experience. My Financial Snapshot can be used for various loan applications, personal finance, or educational purposes.
There are three principles we hope to stick with our customers. Awareness. Ownership. Value.