Written by Njideka Harris-Eze, Education Consultant, FMA, CIM, RRC, CFP
At T.E. Wealth, we facilitate hundreds of seminars and client meetings every year and one thing that always resonates with me is the common question, Am I on track financially? There’s a simple way to find out.
I’m talking about a basic tool that’s been around for ages that anyone can use – the net worth statement. This is the bedrock of financial planning and it can help you do more than just plan for retirement. It’s also a great way to ensure you’re staying on track with your other short or long-term financial goals.
The net worth statement will vary in complexity based on a person’s financial situation, but a basic one looks something like this:Read more »