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STATEMENTSREADY
PERSONAL FINANCES
Personal financial statement
Jordan Rivera
As of September 21, 2026
Reviewed
Net worth
$2,431,550.00
Total assets$3,907,050
Total liabilities$1,475,500
ASSETSVALUE
Cash & bank accounts$182,050
Real estate$2,850,000
Investments & other assets$875,000
Standard layout
1 / 3
OMB Control No. 3245-0188
Expiration Date: 08/31/2027 U.S. Small Business
Administration
Expiration Date: 08/31/2027 U.S. Small Business
Administration
Personal Financial Statement7(a) / 504 Loans and Surety Bonds
NameJordan Rivera
As of09/21/2026
Home address1420 Maple St, Denver, CO 80204
| Cash on hand & in banks | 182,050 |
| Savings accounts | |
| IRA or other retirement account | 340,000 |
| Accounts & notes receivable | |
| Life insurance, cash surrender value | |
| Stocks and bonds | 535,000 |
| Real estate | 2,850,000 |
| Automobiles | |
| Other personal property | |
| Other assets | |
| Total | 3,907,050 |
| Accounts payable | |
| Notes payable to banks and others | |
| Installment account (auto) | 38,500 |
| Installment account (other) | |
| Loan(s) against life insurance | |
| Mortgages on real estate | 1,410,000 |
| Unpaid taxes | |
| Other liabilities | 27,000 |
| Total liabilities | 1,475,500 |
| Net worth | 2,431,550 |
| Total | 3,907,050 |
SBA Form 413 (05-24)
Filled by StatementsReady
Page 1 of 3
Filled by StatementsReady
Page 1 of 3
Personal Financial Statement
Prepared for lender review. Balances were synced from connected accounts; every line below can be edited before sending.
| Assets | Value |
|---|---|
| Cash & bank accounts | $182,050 |
| Real estate | $2,850,000 |
| Investments & other assets | $875,000 |
| Total assets | $3,907,050 |
| Total liabilities | $1,475,500 |
| Net worth | $2,431,550 |
Schedules 1 through 3 follow on the next page.
Page 1 of 2
318 words
English (United States)
B7fx
=SUM(B4:B6)| A | B | |
|---|---|---|
| 1 | Personal Financial Statement | |
| 2 | Jordan Rivera, as of 9/21/2026 | |
| 3 | Assets | Value |
| 4 | Cash & bank accounts | 182,050 |
| 5 | Real estate | 2,850,000 |
| 6 | Investments & other assets | 875,000 |
| 7 | Total assets | 3,907,050 |
| 8 | Total liabilities | 1,475,500 |
| 9 | Net worth | 2,431,550 |
StatementCashSecuritiesReal estateDebts
Read-only bank connections
via
One statement.
The formats lenders ask for.
Balances from your banks, plus properties you type in or upload. Send a PDF in three layouts or SBA Form 413, or download an editable Word or Excel copy.
Everything else, from your files
Upload a property list, a rent roll, or last year's statement. Smart Import fills each section, mortgages and rent included, and you check every line before it saves.
How Smart Import worksThe Excel copy does its own math
Each schedule gets its own tab your banker can sort. Change a balance and the schedule total, the balance sheet, and net worth all update.
See every formatSBA Form 413, filled
Generated from your statement, schedules included, in the format the SBA expects.
SBA Form 413, line by lineShare and sign
Send a link that expires when you choose and can be revoked any time. E-signatures are built in, and the lender needs no account.
See every featureNext year in minutes
Roll the statement forward, refresh balances, and export again instead of starting over.
Who uses itEnter your numbers once.
Send them 7 ways.
Standard, Professional and Traditional PDFs, SBA Form 413, the Chase form, and editable Word and Excel copies, all filled from the one statement you built.
Three steps to a
finished statement.
About 8 minutes the first time, and less the next time a lender asks.
1
Connect or upload
Link banks through Plaid for read-only balances. For the rest, upload a mortgage statement, rent roll or spreadsheet and Smart Import fills in the numbers. You just review.
2
Review
Check each line, add what the lender asked for, and fix anything that looks off.
3
Export and share
PDF in three layouts (see them), SBA Form 413 with schedules, or an editable Word or Excel copy. Send a link that expires when you say.
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Illustrative sample data shown above.
Protected at every layer.
Your statement is encrypted at rest with AES-256 and encrypted in transit.
Social Security and account numbers get a second, field-level layer of encryption.
Read-only bank connections.
Bank connections run through Plaid, read-only and balances only.
Your bank login never touches our servers, and you can disconnect an account at any time.
You decide who sees it.
Two-factor authentication with an authenticator app or SMS, and share links you can revoke.
Only the people you send a link to can open your statement, for as long as you allow.
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Export or delete your data at any time from your dashboard.
From people who needed a statement fast.
I was trying to buy a manufacturing business and the broker needed a PFS in 24 hours. My Excel sheet was a disaster. StatementsReady synced everything and I had a professional PDF in minutes. It saved the deal.
Alex D.
Acquisition Entrepreneur
Managing 12 rental properties used to mean hours of updating mortgage balances manually. Now it updates automatically. My commercial lender actually complimented me on how clean the REO schedule was.
Pam R.
Real Estate Investor
I'm a stickler for privacy. I love that I can revoke the link access after the underwriter views it. Way better than leaving a PDF in someone's inbox forever.
Dan K.
Small Business Owner
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Showing monthly prices
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For one lender request.
$79
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- 10 bank connections via Plaid
- Connections active for 25 days
- Unlimited manual accounts
- Smart Import, 10 files a day
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- SBA Form 413 auto-fill
- Editable Word and Excel copies
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Common questions.
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Is the trial really free?
Yes. You get seven days with one bank connection, one statement, and one watermarked PDF export. No credit card is needed.
Which banks can I connect?
12,000+ financial institutions through Plaid, including Chase, Bank of America, Wells Fargo, Citi, Capital One, and U.S. Bank. Connections are read-only and balances only. Anything else, like a property or a private note, you enter by hand. The security page explains what the connection can and cannot do.
What can I export?
A PDF in three layouts (Standard, Professional, Traditional; see page 1 of each), SBA Form 413 with its schedules, Chase's official PFS form, or an editable Word or Excel copy on paid plans (edits you make in the file stay in the file). The features page lists every format by plan.
Can I share it with a lender?
Send a link that expires when you choose and can be revoked any time. The lender does not need an account, and e-signatures are built in.
Can I reuse it next year?
Roll the statement forward, refresh your balances, and export again.
Do you see my bank login?
You sign in at your bank through Plaid, so your login never touches our servers.
Start your statement.
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