Meet Your Financial GPS
(aka Your Net Worth)

What Not to Write Off This June 30

Before we can map out a route to your dream destination, whether that’s buying a home, travelling the world, or just not sweating the grocery bill, we need to know exactly where you are standing right now.

And that means calculating your Net Worth.

Now, don't let that term scare you off. It sounds fancy, but it’s a super simple concept. Think of your net worth as a quick financial snapshot. It’s the grand total of everything you own minus everything you owe.
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• The Assets (What you own)​
  Cash in your bank accounts, investments, retirement savings, your car, or your home.
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• The Liabilities (What you owe)​
  Credit card balances, student loans, car loans, or a mortgage.

The Magic Formula:

What You Own – What You Owe = Your Net Worth

It’s that simple!

Why This One Number Changes Everything

You might be thinking, "Why can’t I just look at my bank account balance and call it a day?"

So, while your bank balance tells you how much cash you have right this second, your net worth gives you the big picture.

Knowing this number is an absolute game-changer:
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1. It cuts through the noise​
   It stops you from guessing how you're doing financially and gives you the hard, honest truth.
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2. It tracks real progress​
   As you pay down debt and stack up savings, you get to watch this number climb. Trust us, seeing that number go up is incredibly addictive and motivating.
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3. It’s your ultimate guide​
   It tells you exactly which areas you need to focus on first in this program.

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This Month’s
Money Challenge

Sit down, pull up your accounts, download a copy of the Personal Wealth Worksheet, and calculate your starting number.

Keep it written down somewhere private, as it's just for you.

How to Use Your Net Worth Tracker

Now that you've downloaded your worksheet, using it is incredibly straightforward. Think of it as your clean slate: just go through and type in your numbers.

The sheet is already programmed with the formulas it needs, so it will automatically do the calculations for you in real time, popping out your final net worth number at the bottom.

If you want a quick visual guide before you dive in, we've got you covered. Check out the 10 minute video below where Marilyn, our Tax Manager, walks you through the entire template step-by-step so you can see exactly how it works.

​Walkthrough of how to use the Personal Wealth Worksheet​

And So, The Journey Begins…

Here is the most important thing to remember today:

Whatever your number is, it is just a number.
It is not a reflection of your worth as a person, and it is not permanent.

If your net worth is in the negative right now, don't panic! That is incredibly common, and honestly, it just means you have an amazing underdog story ahead of you. If it's positive, awesome, let's make it bigger.

This is the official beginning of your wealth-building adventure; as by checking in on your net worth today, you are taking control of your future.

Here’s to the journey ahead,​
Diana

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