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The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.
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A Chat About Balance Sheets with Joe Patterson, CFP®

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:

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