12 August 2020

In this article we contend that building a personal balance sheet with a specific understanding of purpose can lead people to financial freedom and increased financial resilience.  We provide some insights into what financial freedom actually is and what we think makes a person more financially resilient and why.  We first look at the features of a strong personal balance sheet and then examine how building, structuring, and protecting the balance sheet with a goals-based methodology helps to achieve financial freedom and increase financial resilience.

Download the full article here.