Is my financial information stored or sent anywhere?

No. Everything you enter stays in your browser on your device. Nothing is transmitted, saved, or seen by us. Closing the page clears it.

Why does the statement leave out my Social Security number?

For your security. Lenders that need your Social Security number will collect it through their own secure application. A personal financial statement works without it, so we intentionally leave that field off.

Will lenders accept this personal financial statement?

The statement follows the standard structure lenders expect, the same categories as SBA Form 413: assets, liabilities, net worth, income sources, and contingent liabilities. For SBA loans specifically, you will transfer the same numbers onto the official Form 413.

801-706-2802 Submit Deal Details

Home / Personal Financial Statement

Free tool · Nothing leaves your browser

Personal financial statement builder

Build the one-page statement nearly every commercial lender asks for. Totals and net worth calculate automatically. Print it or save it as a PDF for any lender.

Estimated net worth so far: $0

First, a little about you

This goes on the header of your finished statement. Nothing here is saved or sent anywhere; it all stays in your browser.

Full name Phone Email Home address Business name optional Statement date

Or just call: 801-706-2802ss="cta-band">

Statement ready?

Put it to work on a real deal

A current personal financial statement is the first document any lender asks for. If you have a property, a loan amount, and a timeline, send them over and we will tell you what your options look like, usually within one business day.

Submit Deal Details Schedule a Call

Every figure here is for information only. It is not a commitment to lend, an offer of credit, or a quote. For numbers specific to your situation, call 801-706-2802.

'; var w=window.open('','_blank'); w.document.write(html); w.document.close(); setTimeout(function(){w.print();},300); if(window.brTrack)brTrack('pfs_printed'); }); go(1); tick(); })(); Call

Personal financial statement builder

First, a little about you

Cash and bank accounts

Investments

Money owed to you

Real estate you own

Vehicles and other property

What you owe

Income

Contingent liabilities

Last one: what matters most when you finance?

Review your statement

Put it to work on a real deal