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Financial Planning Foundations

Financial Planning Friday’s – How to Receive the Best Advice in 2023

This Financial Planning Fridays teaser (#19) previews why an accurate family balance sheet is the foundation of good advice. The full episode explains how a complete, daily-updated picture of net worth and account ownership lets an advisor give better-informed, more personalized financial planning guidance.

Jerry DavidseFinancial Planning Fridays

This Financial Planning Fridays teaser (#19) previews why an accurate family balance sheet is the foundation of good advice. The full episode explains how a complete, daily-updated picture of net worth and account ownership lets an advisor give better-informed, more personalized financial planning guidance.

Key takeaways

  • Better financial advice starts with a complete, accurate balance sheet.
  • A real-time net-worth view lets advisors tailor recommendations to your situation.
  • Knowing what you own and owe is the basis for every planning decision.
  • This is a companion teaser to the full Financial Planning Fridays #19 episode.

Episode #19 – The Importance of Your Balance Sheet

More on Financial Planning Foundations

Written by

Jerry Davidse

Chief Executive Officer · CFP®

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