Net Worth F.L.E.X. Ownership Spreadsheet and Guide Book (Digital Download)
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See what you own, what you owe and where you stand, all in one place.
Most people know what they earn. Far fewer know what they own.
The Ownership Spreadsheet puts your whole financial picture in one Google Sheets dashboard. You enter your accounts, property and debts on simple category tabs. The dashboard does the math and shows your total assets, total liabilities and net worth, along with two charts that show where your wealth and your debt sit.
The setup takes about fifteen minutes. You make a copy, then start with whatever numbers you have today. An estimated starting point works fine. You can refine it as you go.
The 20-page Quick Start Guide walks you through every step, then shows you what to do with the numbers once you have them.
What's inside
- A Google Sheets net worth tracker with a dashboard that calculates everything for you
- Separate tabs for cash, investments, retirement accounts, real estate, personal property, business assets and every type of debt
- A step-by-step guide to setting up and reading your dashboard
- An introduction to the Net Worth F.L.E.X. framework: four phases and ten moves for turning income into ownership
- The four ownership archetypes, with a link to the free Ownership Mindset Assessment
- The Ownership Scorecard, five questions to ask each time you update
- Five ownership habits, each tied to a F.L.E.X. move
- Common mistakes and answers to frequent questions
Who it's for
Anyone ready to stop measuring progress by their paycheck and start measuring it by what they keep. You don't need a finance background. If your net worth is negative right now, this is still the right place to start.
Your first snapshot is a starting line. This system helps you keep taking the next one.
DIGITAL DOWNLOAD ONLY
No physical product will be shipped.
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