What I Owe : What I Own

Financial education and understanding starts with a simple yet powerful step: Know what you own and owe.

Before setting goals or taking someone's advice, take the time to assess your assets (things you own) and liabilities (what you owe). This process offers a holistic snapshot of your current financial situation and lays the groundwork for informed decisions about your future.

To help you get started, use this free personal balance sheet template. It will guide you in listing your assets, such as cash and investments as well as liabilities like credit card debt and loans. Once you have this snapshot, then you can confidently plan your next financial move!

Note: This download template is private and cannot be viewed by others once downloaded on your viewing device.

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