Search Result for : Tag: net worth

Financial Planning Fridays #77: Everyone Needs a Financial Plan

Everyone needs a financial plan.  Have you ever tried to build something without directions or driven somewhere far without mapping out the trip using the GPS in your car? It not only is a lot more difficult, but the final result is nowhere near as good as it could have been.  At Presilium we always […]

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Financial Planning Fridays #19: Family Balance Sheet

Did you know the importance of keeping an accurate family balance sheet? We do, and wanted to share what a client balance sheet at Presilium Private Wealth looks like. The top left includes a section that shows a client’s current net worth and account ownership. This is updated every day so that our clients can […]

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