Take Charge of Your Finances!

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Personal Financial Statement Made Easy

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8 Key Benefits of a PFS: 

  • Know where you are at financially.
  • Know how much you owe (debt).
  • Know your net worth.
  • Discover what you spend vs what you earn.
  • Identify how much your lifestyle is costing.
  • See your financial habits.
  • Establish clear financial goals and track your progress.
  • Evaluate investments vs your goals.

Download this FREE Excel Template to prepare a Personal Financial Statement (PFS).