The Personal financial statement is an invaluable tool used to identify your present financial situation and which resources are available to help you pursue your goals.

Before your first Data Gathering Meeting, we 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 assets, and to ensure that your assets are 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.

You will receive a Personal Financial Statement each year to assess your current financial health and how your plan is working to help you pursue 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.