One of the keys to managing your wealth is knowing where the money is going and what kinds of returns you’re receiving on individual investments. That’s why we provide custom monthly reporting that lets you pinpoint where you’re spending your money and how you’re receiving it.
Reports may include:
- Income Statement
Includes how much you are earning and where you are spending your money
- Balance Sheet
Includes a statement of your net worth and breaks down your assets (cash, cars, house) and liabiilies (debts owed on mortgage, credit cards, etc.)
- Cash Flow Statement
Shows the inflows and outflows of liquid assets so you can see exactly how you’re earning your money and where it’s going.
In addition, you can call our staff anytime during business hours (M-Th: 9-4, F: 9-1 Mountain Time) with questions on specific areas of interest for custom reports and answers about your finances. To get started, fill out the form below for a free confidential consultation or call us at (602) 468-1133.