...And the Money Will Follow
29 Ways in 29 Days to Change Your Finances Forever
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Know Where You Stand Today
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Personal Balance Sheet:

Assets:

Total:

Banks, Credit Unions, Cash

 

Investments (taxable)

 

Investments (taxable)

 

Retirement Plans

 

Retirement Plans

 

Benefit Plans (pensions)

 

Benefit Plans (taxable)

 

Real Estate

 

Personal Assets

 

Miscellaneous

 

 

 

 

 

Liabilities:

 

Credit Card Debt

 

Consumer Debt (auto)

 

Home Mortgage

 

Other Mortgage

 

Home Equity Loans, HELOCS

 

Student Loans

 

Loans against life insurance or 401K

 

Other

 

Other

 

 

 

Net Worth (Total Assets minus Total Liabilities):

 

 

 

Other Assets:

 

College Savings Plans

 

Trust Accounts

 

Cash Value of Life Insurance

 

Other

 

Total Other Assets:

 

 

 

Cash Inflows:

 

Partner “A”

 

Partner “B”

 

Interest Income from CD’s, money mkts

 

Dividend Income from taxable accounts

 

Rental Income

 

Annuity Payments

 

Trust Income

 

Social Security Income

 

Pension Payments

 

IRA Income (required over age 70)

 

Other

 

Total Income:

 

 

1.                   What do I own?                       $___________________

2.                 What do I owe?                       $___________________

3.                 How much do I make?          $___________________
 


Tama Borriello’s
experience as an entrepreneur and a principal in two successful start-up companies laid the groundwork for her to put her practical experience in investment planning and wealth management to work as a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor for 10 years with a major national brokerage firm. Her focus is to help her clients shape their own vision for themselves and their families and help them achieve their vision. Tama is one of the founding members of a wealth management group comprised of a team of investment and financial planning professionals that offer services and strategies for families, trusts and companies throughout the Pacific Northwest. Tama also serves on the board of the East King County Estate and Trust Planning Council.  She graduated from the University of Washington with a Bachelor of Arts and is a board certified CFP®.  
Contact Tama

Tama Borriello, author of "...And the Money Will Follow; 29 Ways in 29 Days to Change Your Finances Forever" is a certified financial planner,
financial advisor in the  Bellevue and Seattle, WA. area.  Tama is a financial planner for women, specializing in finance planning for women.


 
 
 

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Tama Borriello, author of "...And the Money Will Follow; 29 Ways in 29 Days to Change Your Finances Forever" is a certified financial planner,
financial advisor in the  Bellevue and Seattle, WA. area.  Tama is a financial planner for women, specializing in finance planning for women.

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