Читать книгу Inspired Wealth - Aileen CFP Miga - Страница 14

Let’s begin by taking a closer look at your current situation. Below is an exercise that will help you shed some light on the state of your financial foundation and on your whole being. We call this the Inspired Balance Sheet. It’s a tool that expands on an integral part of financial planning: the balance sheet, also known as the net worth statement. In helping you create sustainable wealth, our approach is to include your whole life because we want you to succeed in all aspects of your life, so there are categories here you won’t find anywhere else. The nonfinancial assets and liabilities are the other energies in your life and the values that give your life meaning.

The following is an example with sample nonfinancial assets and liabilities filled in - yours may be different. Please list your own nonfinancial assets and liabilities in your journal using this format. Then begin monitoring your whole Inspired Balance Sheet.