A balance sheet can be  a useful tool in personal finance to inventory your assets and track growth over time.

In this episode, Joe Patterson, CFP®, explains the benefits of using a balance sheet and some actionable next steps for creating a personal balance sheet.

Joe shares more about:

• A definition of a balance sheet
  
• Why the balance sheet is one of our core client reports
  
• How your balance sheet connects to your estate plans
  
• And more
  

Resources:

• A Podcast about Wealth and Life
  

Connect With Joe Patterson:

• info@fosterandmotley.com 
  
• 513-561-6640
  
• Foster & Motley
  
• LinkedIn: Joe Patterson
  
• LinkedIn: Foster & Motley