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Balance Sheet Page

A Traditional Balance Sheet with Great Features

Michael Schwabe avatar
Written by Michael Schwabe
Updated over 3 years ago

Click the Balance Sheet option on the Household tools menu to view the following categories of each selected household member as well as net worth:

  • Retirement assets

  • Non-retirement assets

  • Real estate

  • Liabilities

  • Insurance cash value

Click the member and entity names to focus on their balances or select "All" to represent the value of the entire household.

The balance sheet table includes the following columns and rows within each category:

  • Name of the financial tile

  • Location of financial as on the financial tile

  • Financial data collected date

  • Value of the financial per member or entity

  • Total value

  • A net worth calculation based on the members and entities selected

Click the PDF icon on this page to produce an electronic copy, or go to the Reports page to generate an electronic copy as part of a comprehensive report. Note: your firm may require "Internal use only" verbiage on the independent document produced without the Disclosure page. Check with your compliance department.

9/2021

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