Ultimate Net Worth Guide

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What is the Ultimate Net Worth Guide?

The Ultimate Net Worth Guide provides a framework to track your Net Worth and gives you insight into exposure to various types of risk. With this template you will be able to -

  • Learn the fundamentals of tracking your net worth
  • Understand how secure your financial holdings are, based on their exposure to risk
  • Get an overall view of your assets and liabilities

Why you should get the Ultimate Net Worth Guide?

3 actionable things you can get done by getting this template

  • Understand the importance of Net Worth
  • Track your Net Worth quarterly (the frequency of which can be changed if you want to)
  • Understand how your asset/liability portfolio is exposed to various forms of risk such as Location, Cash exposure etc. There are 10 views available for your portfolio.


How do I use the template?

Once you've made your purchase, you'll be redirected to your template. Hit "Duplicate" in the top right corner to duplicate the template to your Notion workspace.

Does this work on the free version of Notion?

Yes it does! All you need is a free account plan with Notion.

Can I connect my bank accounts to this template?

Unfortunately, you cannot. This template relies on you entering data manually for the accounts that you would like to track. However, once you enter a few pieces of information, we provide you a slew of ways to interpret and understand your net worth better.

Can I share this with other people?

No, this is a personal license for individual use. If they want access to this, ask them to get their copy!

Can I have some more information about this?

Yes! Checkout my post that goes deeper into why tracking Net Worth is important.

I still have questions!

Send any feedback or questions to hey.one.step.forward@gmail.com

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Ultimate Net Worth Guide

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