Guess what a huge problem people have with their finances is? They don’t check in with them to see  where the BIG risks are. Now, if you’ve ever been to the doctors you know that they often will not only take your money at the end of the visit but also your time. Worse yet, at the end of the visit you’re not even sure how they’ve helped you more often than not. Today I want to make sure though that I’m not only helping you save money but also save you time.

It doesn’t make sense to let a broken bone get worse by not checking in on it, so let’s help you get a financial reset as well. First step is, as always, know if you’re on the right track. Most of the clients I’ve helped in the 16 years of being a financial planner always need help in understanding the relationship their balance sheet has between their assets and liabilities. That data can all be found actually at for those who want the deep technical side of the money going in and out but it may be out of your desire to learn about.

All that matters is trends. If you’re adding liabilties like cars, personal loans, and non-growth costs you always need to make sure you’re constantly adding up your assets as well. The trends of the economy are going to be things that you don’t want to be controlling the trends of your own financial freedom. Recessions and depressions will come and go throughout our lives and we always are able to be prepared for them.

Our financial health check up is something we can do any day of the week. If you need your own financial assessment then be sure to go to and understand 

Leave a Reply

Your email address will not be published. Required fields are marked *