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hey Chip thanks!!  I run a consulting firm and we had a meeting where we were discussing what a drag it is to do these things.  I did the search and this is a great way to keep a current one on file!  I am going to send an email to my clients and give them a link to you... $ 10.00 is what I call an "exchange in abundance"  

Thanks!

Jim R., Clearwater, FL

Thanks for the great Excel Sheet.  My wife is great at those, but I’m not.  I'm a dentist trying to open an office with two partners.  Your layout was quick to use, very inexpensive and user friendly.  Personally, I would've charged more-especially if you're getting dinged additional costs to be at the top of Google pop-ups.  You have a great product that has been a huge help and very easy to use.  In my opinion,  every financially concerned person should update their own personal financial statement annually.  It puts financial matters into perspective (good and/or bad) for everyone.  Up your costs to $15-19.95.  Your layout is worth that--minimally.  Thanks for the service you've provided me and my partners.  I'll send you an e-mail when I've made my first 5 million.  Please let me know if you up your price and how it does for you.?  Thanks and good luck!

Robert M.

Chip,

Thanks for sending the files. I own a Coffeehouse in Bay City, MI.  We are looking to expand our business by opening a second location in a very high-traffic area in another city and are in the process of securing capital for our expansion. One of the things I was told I need is a Net Worth statement so I was glad when I came across your forms since I was looking for something quick and simple. I like the way you set it up so I just have to enter the numbers and it does the rest.

I also love working for myself. My wife and I have owned the coffeehouse for a little over a year now and we are passionate about our business and our future goals. Thanks for playing a small part in making it happen for us.

All the best,.....Matt

Thank you so much for the e-mail!!  Its nice to know there is actually a person on the other end of this thing!  My husband and I have just started our own LLC.  We are in land development.  If you have any business tips for us we could sure use them!!

Have a blessed day! ......Kim

many thanks for the additional documents...michelle w.

Thanks Chip--looks like a good product I can put to use right away!  RJS

Hi Chip, Thank you for sending these templates over. I was able to download these but will access the files in the future when making updates.    .....Lara

Thanks.  I’m a civil engineer and real estate investor.  Can’t quit my day job yet. The form was helpful.  It saved me an hour so it was well worth $10, plus it looks more professional than what I would have done.  Larry K.

Chip,  Thanks for these great forms.  Walt C., Magnolia, TX

Chip, thanks for your note and the attached files.  I was tired of trying to type in the financial info. on my Bank’s Personal Financial Statement that I have used for many years.  I went on line and saw your site and thought I would try for $10.  Happy in using it and glad that I can add and delete where needed.  Spent some time entering the info. Saturday and hope to finalize today.  I am a petroleum distributor and convenience store operator in a family business of nearly 40 years started by my father!

Charlie T.    Avon Park, FL 

thanks...this was very useful….it use to take me an hour or two to do my financial statement...it took me 15 minutes  D. White

Chip,

Thanks for sending the info, I appreciate it! Looking forward to using the information.  

Best regards,  Dean R., Naples, FL

Thanks for the help chip.  In the last year I really started paying attention to my credit scores and what you said about credit scores is very helpful.  I have raised my credit scores about 100 points in the last 6 months alone.  I expect them to go up even more very soon.  Thanks for the tips.

Jeff W.

Thanks Chip for the email, I've already filled out the personal financial statement - appreciate it and know it will be an invaluable tool. I had actually already created one of my own - but liked yours much better.

Best of luck to you. Sincerely, Ron

Chip,

I certainly appreciate your forwarding the documents.  I too left corporate America to set off on new adventures a few months ago so keep your fingers crossed that all goes well.

Good Luck!

Tammy S.

Chip, I agree and thank you, I was able to download files.

Rick

Hi Chip,  

Thanks for your response and the good info.  Your program looks like it will help me out a lot and crunch the numbers for me.  I believe it will definitely make me look more professional when dealing with my lenders and it is good for me also to see my financial picture with more detail.  Oh the business financial statement is a plus.  If you have any more tips on how I can sharpen my real estate portfolio on paper, feel free to contact me.

Thanks again, Malik

Chip,

Thank you for the follow up note and files.  Everything looks great.  Simple and easy to use.

Thanks again,

Paul

Thanks for the personal note. Nice to receive from the anonymous internet! I like your forms. 

Great idea. Regards,

Doug F.  Lake Oswego, OR  

Thank you so much.  That was just what I needed.  You are a lifesaver!!!!!!

Glenda G.

Thanks Chip, this will help a great deal.  Carl D.

Thanks for the info, Chip!

I found the forms very easy to use and now have a professional looking Personal Financial Statement. Thanks again-

Brad L.

Salt Lake City, UT

Thanks for the follow up.  I fit your description and this is really what I needed - something that works, but that I can also modify.  Its already done and has been emailed to all my banks.  Thanks again and the 10 bucks was well worth it.

Matt

Thank you it worked great ......Bill

Chip,

Thanks for forwarding the attached files.  Anyway, my wife is a business owner and we getting started with rental property (one rental thus far)-this will be helpful for dealing with the money people.

Thanks again,      Rob

Thanks Chip:

I appreciate the follow-up.  Yes, It's a big step going entrepreneurial - but as you say, potentially very rewarding.

Regards,    Mark M.

Thanks so much for your email.  George

Dear Chip,

It was good to hear from you.  I was happy to find your very efficient web site to give me just what I needed in a secure way without having to sign up for a long term plan. I wish I had had your site come up at the top of my search list cause for some dumb reason I had to go to some more complicated much less functional sites first.

Dr. John K.

Hi Chip,

Thank you for the response.  I have already completed by financial statement and I'm preparing to approach a bank for a mortgage.  I also read through the 6 tips for homebuyers and I have all of the necessary documentation.  That was very helpful.

Kimberly

thanks so much for your files, have a nice day.

take care

Jasmine

Thanks Chip,

Right on target-, just quit my job and I am a Real Estate Investor full time now.

Carla B.

Thanks. Nice hearing from you and yes, I will contact you. Right now I'm knee deep into plugging my info into your template. So far, so good. Wish it made some of the numbers look bigger! Next release.

Talk to you soon,  Robert B.

Thanks Chip, Yes we do have some sleepless night and lots of worries, but failure in not in our vocabulary, so we will just keep on pushing.  We are a start up business, in Trucking and Transportation.  But we do have 4 investment properties.  I will make sure my husband see this email, so maybe you guys can chat. 

Michelle.

Hi Chip,
I just wanted to drop you a line and let you know I have been working on my financial statement and really like your format. My wife and I have just begun our adventure in investing and so far, so good. We are  actually looking into purchasing our own personal house here in Northern Virginia and looking ahead for using it as an investment as well. It was brought to our attention for us to create "LLC'S" for our investment homes for extra protection. We did get some resistance from our loan companies to change it over to an LLC. We are wondering what investors normally do in these situations or how they work around this??  If you have any feedback on this it would really be appreciated.  One more thing- I noticed you have a 703 number...are you located in N. Virginia???
Take care,
Andre

Hey Chip

Thanks, can you answer a question for me, what percentage of assets over liabilities do the lenders like to see on a PFS?   Thanks, for the great information.

Mary T.

Chip - Thanks!  Great stuff, appreciate it! --

-Dave  Naperville, IL

Well thanks.  Elise

PERFECT!!    Thank you so much, Chip for the attachments!!  Thanks again! 

Shirley N.

Thank you so much for your follow up & attachments!  It's refreshing to get a personal touch these days!

Vickie W.
Raytown, MO 

Hi Chip,   Thanks so much!!   Best,   Melinda

Hi Chip--

I didn't expect a personal reply from you for a $10 order! But you know, like you, I do the same thing. We have a publishing company for dog training books (www.clinetop.com--"The Pointing Labrador" and "The Labrador Shooting Dog") and I end up spending 20 minutes on the phone with some guy talking about his new puppy for a $25 book sale.

The reason I bought the financial statement excel file from you is because my local bank demands a tax return and an updated financial statement every year for a loan we have on some property.  I hate doing it in pencil and then running a calculator. I figured somebody had already built one in an Excel file and it was sure worth paying $10 for your work.

Thanks again for the personal contact.

Regards,

Gary H.

Hi Chip:

I just wanted to thank you again for all your help and time the other night.  I got my new computer (with Word installed) and I had no problems with the financial statement.  It printed out beautifully.

Christine