Your True Balance Sheet

Most times I work with a client, we make a balance sheet to show their net worth. This shows what you own, what you owe and shows the difference between them. Some years in life (with mortgages, business, car or education loans) it may be negative; other years it will be positive (with a good trend line).


But these numbers do not not capture your life’s true balance sheet.

  • Some elements of that here:
    Your dreams-what dreams of yours have come true? What dreams so you still have?’
  • Your relationships-family and friends, your business community, receiving a smile from a random person as you walk down the street, seeing a beautiful image, created or from nature; other moments of artistic bliss.
  • Your education and that of others-not your formal education, but the education from being a lifelong learner and seeing lessons shared with loved ones bear fruit in their lives. Being able to continue to grow.
  • Your capacity for love, empathy and compassion for others.

Those cannot be measured by mere numbers, but in the delight, joy and compassion you receive [or give] in your life.

All the best to you and your families, with best wishes for a joyous, abundant year to come.

Seattle’s Victrola Coffee 2012. Photo Credit Dana Twight

Related Link: Share your values with your children; either in late night/early morning chats, stealthy emails or by writing an ethical will. Ethical wills have been used for 3,500 years. http://nyti.ms/1JS0tLv

2 Comments

Filed under 12 Days of Christmas, Family Lessons About Money, Self Awareness

2 responses to “Your True Balance Sheet

  1. Post-holiday family wisdom…excellent idea.

  2. Pingback: Personal Goodwill in 2019 | No Dollar Left Behind

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