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Taking control of your financial future is a process. And, as with
any process, it is important to monitor your progress. One of the best ways
for an individual to measure financial progress is to periodically prepare a
personal balance sheet. The personal balance sheet shown below can be printed
and used as a basis for your periodic progress measurements. It is broken
into three parts to help you better understand your investments, your total
financial picture and your annual progress.
Click on the Worksheet below and this .PDF file can be
downloaded and printed with use of Adobe Acrobat.
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