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PETERSBURG FL 33716 // 800. 248. 8863 LIFEWELLPLANNED. COM 2013 Raymond James Associates Inc. member New York Stock Exchange/SIPC 2013 Raymond James Financial Services Inc. member FINRA/SIPC. Conservative Moderately Conservative LESS RISK Moderate Moderately Aggressive Aggressive MORE RISK 517 S. Logan Boulevard // Altoona PA 16602 // 814. Raymond James is a registered trademark of Raymond James Financial Inc. RPRET-00791013 BS 10/13 CLIENT CO-CLIENT Name Date of Birth Estimated Retirement...
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Start by gathering all your financial documents such as bank statements, investment records, tax returns, and insurance policies.
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Create a list of all your assets including savings accounts, retirement accounts, real estate properties, and valuables.
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Document your liabilities such as mortgages, car loans, credit card debt, and student loans.
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Record your monthly income from various sources including salary, dividends, rental income, and social security.
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List your monthly expenses such as housing costs, utilities, transportation, groceries, and entertainment.
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Calculate your net worth by subtracting your liabilities from your assets.
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Consider seeking professional help from a financial advisor or planner to ensure accuracy and optimize your financial strategy.
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