A balance sheet can be a useful tool in personal finance to inventory your assets and track growth over time.
In this episode, Joe Patterson, CFP®, explains the benefits of using a balance sheet and some actionable next steps for creating a personal balance sheet.
Joe shares more about:
- A definition of a balance sheet
- Why the balance sheet is one of our core client reports
- How your balance sheet connects to your estate plans
- And more
Connect With Joe Patterson:
- Foster & Motley
- LinkedIn: Joe Patterson
- LinkedIn: Foster & Motley
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