Personal Net Worth Statement

How do I start?

1. CLICK BOOK APPOINTMENT NOW to receive a Personal Net Worth Statement (PNWS) Questionnaire

2. Complete PNWS Questionnaire

3. Submit PNWS Questionnaire - Let Sway Success VFO Network do the rest. We will generate a report for you.

Who is a good candidate for this Complimentary PNWS?

This is designed for our members success looking for an independent and unbiased view about their financial position with a focus to see how it fits into your personal mission. You are looking for a standardized way to keep your personal financials professionally organized without the professional prices for the service. Our purpose is to create clarity, confidence and community by providing an option to join the Sway Success VFO Network with access to fee only fiduciary professionals who best fit your needs. Sway Success VFO Network serves your best interest by requiring financial care professional’s to adhere and sign the Sway Success VFO Network Constitution and Financial Care Professional Oath.

Why do I need a PNWS?

A PNWS created on an annual basis is a great way to keep track of your overall financial health progress. Think of the PNWS like going to your primary doctor for an annual physical. By being proactive we can identify issues early on allowing timely corrective solutions leading to a longer and healthier life. This PNWS will identify your strengths, weaknesses, opportunities & threats (SWOT) based on your responses to the PNWS Questionnaire.

When I finish? Now what?

• Your PNWS will be securely provided to you

• Consideration to join the Sway Success VFO Network

  • Access to Sway Success VFO Network’s Financial Care Professional’s

  • Access to the Cash Flow Analysis to create a Cash Flow Report

  • Many other key features. Book appointment now