A Chat About Balance Sheets with Joe Patterson, CFP®

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