Once you have a balance sheet, the next crucial building block in creating a wealth plan is preparing your income statement. The income statement is your cash flow analysis. It.. read more

In a previous post, we discussed why it’s important to create a personal balance sheet in order to build your wealth plan. Creating your balance sheet is a crucial first.. read more

Many clients are surprised when we ask them for their personal balance sheet and income statement. If you don’t have one, then join the club. A lot of people have.. read more