You Asked, We Answered . . .

Q: I need to have my business bonded by an insurance agent. I released all my business information to them; now they want me to conduct a personal finance audit of assets and debits. I can't find the correct form to use. Can you help me?

A: The exercise of adding up your assets and deducting your liabilities to determine your net worth is useful, whether you own a business or simply want to know where you stand with your personal finances. Click here to download a simple form, prepared by financial planner Galia Gichon of Downtoearthfinance.com, to help you make sure you’re not missing anything as you collect your information and do your audit.  Best of luck to you!

 

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