Lisa Lalonde

Ok, now it's time to calculate your financial inventory. Grab your recent bank statements along with your drink of choice and have a seat. Review your most recent bank and investment statements for all your holdings. You want to... take an inventory of each item and identify the most current date to provide you context. Add up all your assets (A) and deduct all the liabilities (L) and you will calculate a net worth(NW). The equation is A - L = NW

Happiness starts with you. You have to find your inner happiness first before making anyone else happy. Take ownership and find your Joy and Happiness. It's that easy. Have a fabulous Monday #MotivationalMonday

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We hope you've been enjoying our last few posts! Today we wanted to touch on why financial goals are so important, no matter your age. Setting financial goals provides a road map and plan to build wealth and places you on the path for financial independence. It is critical to establish achievable time horizons so that you can plan your financial milestones properly. The key to success really is a proper plan!