Fill in your 100 Year Balance Sheet Based On How It Looks Today
Decide how you want it to look in ten years and list the five immediate action steps that you know you need to take to reach your goals. Your balance sheet represents a snapshot of your financial position and the income streams you will have for the future. What do you want yours to look like during the different stages of life as you age? They are not a substitute for your financial planner, accountant, or bookkeeper. In fact, they will make your meetings with your financial team more productive as you gain clarity and commit to the changes necessary to reach your goals. Read more on our article "Your 100 Year Balance Sheet,"