Upfront: Finances

What is your WealthConfidence

Be grateful and appreciate what you currently have and how far you have come. Look at where you have been and where you are now. One way to do this is to benchmark your assets, liabilities, income and expenses.

Over many years of work and effort it is sometimes easy to take for granted all that you have already accomplished. Or, when comparing your situation to the ideal one you have in your mind, you may feel you are falling short.

It is important to clearly understand what you actually have and owe, and your income and expenses. Catalog a list of accounts, such as savings accounts, retirement account plan balances, property investments and any other assets you may have. Also keep in mind your current and future income. This will give you an idea of your assets. Then catalog your liabilities and expenses. Create a simple balance sheet to see what your true personal wealth is right now. You may be pleasantly surprised!

Knowing where you are in personal wealth can help you be more grateful and improve your WealthConfidence. When you know what you have now, you can be much more excited about what is possible. You begin to understand how the life you dream about is within reach.

Are you struggling with the complexities that wealth can bring?
Answer the following questions.
What is your current financial condition?
Benchmark yourself
Are you ahead or behind of where you should be by now?
GAP determination
Will what you are doing now get you where you want to go?
Decisions assessment

Complimentary resources that can help you answer these questions and more are available to you. Let us know if you would like to take advantage of them. Improved WealthConfidence can be yours today!