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 The Personal Financial Statement is an invaluable tool used to identify your present financial situation and which resources are available to accomplish your goals.
After your first Data Gathering Meeting, Troy will prepare a Personal Financial Statement detailing:
- Current assets
- Liabilities (debts)
- Net Worth (the sum of assets and debt)
- Recommendations about how to best manage your assets and any liabilities you have according to your goals and objectives
As your financial planner, one of our goals is to give you initial and ongoing advice to help you grow your Net Worth, and to ensure that your Net Worth is working for you to create and maintain your Financial Independence.
Your Personal Financial Statement is developed using the data you have provided us before and during your Data Gathering Meeting. This personalized statement is designed for use by financial institutions, including banks and other lenders for the purpose of obtain and maintaining personal and business loans and lines of credit.
You will receive a Personal Financial Statement each year to assess your current financial health and how your plan is working to achieve your goals of Financial Independence. Should you need a current Financial Statement at any time, we can prepare a new one for you upon your request.
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