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CREATE YOUR PERSONAL FINANCIAL STATEMENT (PFS)

In this Resource Module, you’ll learn the fundamentals of a Personal Financial Statement (PFS) and why it’s a critical tool for real estate developers and investors. A PFS is a snapshot of your financial health, summarizing your assets, liabilities, and net worth. It’s not "just a document"—it’s your key to unlocking financing opportunities, building credibility with lenders, and making informed financial decisions.

This module includes:

  1. An Informative Video Tutorial: A step-by-step walkthrough of a PFS, explaining each section in detail and how to complete it accurately.
  2. Actionable Insights: Tips on avoiding common mistakes and presenting your PFS effectively to lenders or partners and the two files that you can print and send to your lenders from the template.
  3. Access to a Fillable PFS Template: Once you’ve watched the video, you’ll receive a downloadable and easy-to-use template to start completing your PFS immediately.

Learning Objectives:

  • Understand the purpose and components of a Personal Financial Statement.
  • Gain confidence in documenting your financial position clearly and professionally.
  • Take the first step toward financial clarity and better decision-making in your development projects.