Take control of Your Finances

70% of America doesn't have more than $1,000 in savings and are unprepared if things go wrong. Control your finances you can control your life! 


Take Control With My Financial Snapshot Today!


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Ownership

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.

Awareness

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.

Value

Realizing the value you have in front of you is the third step on the path to your financial future and financial independence.

It's Best For

Loan Applicants

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. 

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.

Families

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.

Every Dollar Counts

No matter if you are needing to get a hold on your finances, applying for a loan, or  get clarity on your money, My Financial Snapshot is your solution!

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.

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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.

Real Success Stories

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.

Dakota H.

Loan Officer

As a banking professional, the financial statement and supporting schedules allow a loan applicant to easily and smoothly go through the loan application with their banker. It contains most of the information you would need to successfully apply for a loan.

Jenny P.

Loan Officer

This could become the standard for personal financial statements.

Patrick J.

Financial Consultant

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Take Control With a Snapshot

70% of America doesn't have more than $1,000 in savings and are unprepared if things go wrong. If you control your finances you can control your life!

 


Take Control With My Financial Snapshot Today! 


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