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Insert Name(s)'s Net Worth Tracker
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Welcome to your very own comprehensive net worth tracker. This tracker provides a consistent way for you to track all of your assets, liabilities, and net worth in one place. For instructions on how to best utilize this template, click on the tabs below for specific step-by-step how-to guides.
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All tabs have linked formulas that auto-populates into the final "Net Worth" tab at the bottom. As you update the spreadsheet each quarter, you'll be able to track your progress along your wealth-building journey. Net worth is built slow & steady. Consistent effort compounded over a lifetime builds wealth and provides financial freedom.
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These are free resources provided to increase financial literacy. My mission at Rogers Capital is to provide education, resources & investment oportunities to help you build wealth. Reach out via email if you are missing one: Danny@RogersCapital.co
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For the best experience, combine the Rogers Capital - Net Worth Tracker with the Rogers Capital - Budget Planner and Rogers Capital - Goal Setting Template.
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Cash
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This is where you'll track your bank accounts including: checking, savings, and cash accounts (ie: Chase Checking Account, Ally Savings, Certificates of Deposits, Marcus High Yield Savings Account, etc.).
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Investments
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Include retirement accounts (ie: Roth and/or Traditional IRAs, 401ks, 403bs, etc.), Brokerage Accounts (ie: Robinhood, Fidelity, Vanguard, etc.) and Other Investments (HSAs, 529s, RSUs, stock options, bonds, commodities, etc.).
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Real Estate
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Include all of your real estate ownership including your Primary Home, Investment Properties, Rental Properties, Land or other real estate.
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Other Assets
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Include any vehicles that you OWN (No Leases), Boats, Appraised Collectables, and Cryptocurrency Holdings
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Loans & Credit Cards
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Include all of your debts/loans in one place outside of mortgages. You can track your balances on each credit card, student loan, auto loan (if you own, not lease), or other personal loans.
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Recap
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Set a quarterly reminder in your calendar within the 1st week of quarter close to update this tracker. This tracker will allow you to align your goals and wealth building journey. Focus on driving down unecessary expenses reinvesting the savings back into self development, assets & debt paydown. You can then be strategic about the cash you can dedicate to investments throughout the year. Begin optimizing your monthly budget. This requires active effort, but becomes theraputic and motivating with time.
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“90% of all millionaires become so through owning real estate.” - Andrew Carnegie
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A modern take: "90% of millionaires are created through real estate, but 100% of billionaires are created through private equity" - Unnamed
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Utilize this mindset! Focus on leveraging a job to buy assets such as real estate to build wealth. Then leverage the wealth created to invest in businesses/real estate syndicatons to scale financial freedom. You want to own a business, not take on another job. Own a piece of the pie: Don't be the only one baking it.
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Additional questions? Feel free to reach out to danny@rogerscapital.co
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Check out current projects at:
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RogersCapital.co
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