Most financial resolutions collapse by February because they’re built on hope instead of clarity. In this video, I break down the one step that changes everything in 2026: completing your Financial Life Inventory. This is not a spreadsheet marathon or another “save more, spend less” pep talk. This is about getting organized so you finally understand what you own, what you owe, what’s protected, and what’s missing.

I walk you through exactly why most people fail at their financial goals, what the FLIP covers, and how a simple checklist can give you the kind of clarity most people go their entire lives without.

If you want 2026 to be the year you take control of your financial life instead of reacting to it, start with this. Your entire financial picture becomes easier to manage once the foundation is organized.

Download the Financial Life Inventory checklist at balancewealthpartners.com. Your clarity starts here.

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