Personal Financial Statement
Creating a personal financial statement provides a snapshot of your current financial situation, including assets, liabilities, income, and expenses. This increased awareness allows you to understand where your money is coming from and where it's going, enabling you to make more informed financial decisions.
Personal Financial Statement
Problem 1
Problem Highlight
Give identifying statements and problems your ideal client has that will be solved by your offer.
Problem 2
Problem Highlight
Give identifying statements and problems your ideal client has that will be solved by your offer.
Problem 3
Problem Highlight
Give identifying statements and problems your ideal client has that will be solved by your offer.
A personal financial statement provides a snapshot of your current financial situation, including assets, liabilities, income, and expenses.
Increased awareness allows you to understand where your money is coming from and where it's going.
Enabling you to make more informed financial decisions.
Work through...
Document Cash Flow
You can develop a customized budget that aligns with your financial goals.
Document Net Worth
You can establish clear objectives for your financial future.
Decision Making
You can make more informed decisions about major financial matters
Testimonials
Kate is so knowledgeable in teaching women how to "get right" with their finances. From paying off debt, to savings to helping them look at finances not as a burden but as freedom. Thank you, Kate, for helping me not only change my financial future, but my family’s too!
Stacy C.
I took Kate’s Wealth Building Blueprint course online. I grew up without a lot of education in personal finance and wanted to feel more confident. I gained confidence in my money mindset, understanding of financial terms and concepts – so glad I took the course! I now have a financial plan (blueprint) designed to build wealth for my family's future.
Lauren R.
Kate helped me understand my spending habits, taught me the importance of saving and investing, and provided advisement for the economic future I needed to design my financial plan. I learned a lot about personal finance and loved the printable resources, the one-on-one coaching, and the lessons that were easy to understand and apply. I was most grateful for her approach since it was without judgment, just incredibly supportive. She truly has your best interest at heart, focusing on informing you to make the best decision for yourself and your family.
