Personal Financial Profile

A personal financial profile is a summary of your financial health, typically consisting of a balance sheet (assets and liabilities) and an income statement. It helps you track your net worth and is often required by Shape Plain Capital Lending when you apply for loans.

Personal Financial Profile

Net Worth

Net worth is the total value of what you own (assets) minus what you owe (liabilities).

Assets:

Valuable things you own

  • Cash Balance :
  • Bank account Balance :
  • Investments Balance :
  • Retirement Funds Balance :
  • Real Estate :
  • Vehicle :

Liabilities:

Debts you owe like loans and credit cards. 

  • Mortgages Balance :
  • Student loans Balance :
  • Car loans :
  • Credit card debt :

Income:

Money you earn from jobs, businesses, or investments.

Expenses:

Money you spend on bills, food, and daily needs.

Investment products:

Are Not FDIC Insured
 Are Not Bank Guaranteed
 May Lose Value

 

Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

 

Neither Shape Plain Capital Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

 

Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.

 

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Shape Plain Capital., Member FDIC and wholly owned subsidiary of Shape Plain Clothing, and its agents.

 

Shape Plain Capital Private Bank is a division of Shape Plain Clothing.


Shape Plain Capital is a wholly owned subsidiary of Shape Plain Clothing.

Shape Plain Clothing, Shape Plain Capital do not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products/services or referrals to other affiliates of the Bank.