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Financial Snapshot

Financial Snapshot

| May 11, 2021
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When was the last time you took a FINANCIAL SNAPSHOT?

Have you gotten an alert from your phone telling you to view photo album it created for you? A recent one I received had photos stored on my phone from the previous year and put them together in a single memory collection. There were pictures of my middle son and me at Dragoncon along with pictures from when we took my oldest son to college for his freshman year. And then there were pictures of some memorabilia items I was selling on eBay…ummmm.

So, the app wasn’t 100% perfect at selecting the right photos for my album, but it was trying to help give me a SNAPSHOT of some memories I had created. While the eBay pictures gave me a laugh, the other pictures gave me a sentimental sense of where I had been in that year.

As a financial advisor, I encourage you to do a FINANCIAL SNAPSHOT to get a sense of where you are currently in your financial journey and make informed decisions to plan for the future.

To make it super simple, I want to share a one-page worksheet for you to create your FINANCIAL SNAPSHOT.

The worksheet is designed to help you list out ALL OF YOUR ASSETS along with ALL OF YOUR DEBTS.  Completing the worksheet can help you…

  • Get a focused picture of where you stand in your financial journey. Getting a clear picture of today helps you plan for tomorrow.
  • Get an updated picture to compare where you’ve been to where you are now. Then you can make more informed decisions for your next steps in your financial journey.
  • Pursue dreams that require some long term planning. I believe a FINANCIAL SNAPSHOT is essential to the process of setting (and achieving) financial goals.

Just send me an email with FINANCIAL SNAPSHOT in the subject line. I’ll send you the worksheet with no obligation or strings attached. When you’re ready to talk, I’m ready to listen.

Thank you for the opportunity to serve you and others,


Steven M. Julian, AIF®
Accredited Investment Fiduciary
5328 Lanier Islands Parkway, Suite 202
Buford, GA  30518
(470) 655-1117 office | (678) 499-6933 cell

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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