Workbook 03
Net Worth and Legacy
Your net worth is the single most important number in personal finance, and this is where it lives, four times a year.
- Four quarterly snapshots: Q1 through Q4, each one complete
- Assets across banks, cash, investments, retirement and property
- Liabilities tracked against them, so the difference is the number you came for
- Build Your Own Portfolio, tracked by ticker
- Legacy planning, for the people you love
- Best practices guidance, a video tutorial and an interactive demo
Included in every paid membership
All five digital workbooks come with Rise at $49.99 a month. You do not have to use them all in month one. Most people start with one and grow into the rest.
Four times a year is enough
Net worth is a quarterly number rather than a weekly one, and four times a year is a rhythm you can keep.
A quarter is a complete picture.
Q1 is January to March, Q2 April to June, and so on. Each column is a full snapshot rather than a running edit, so you can see the year as four honest photographs instead of one smudged line.
Assets and liabilities on one page.
Banks, cash, investments, retirement and property on one side. What you owe on the other. The difference is the number, and seeing both halves is what stops a good asset month from hiding a worse debt month.
Build Your Own Portfolio.
Track holdings by ticker rather than typing a total you half remember, so the investment line moves for a reason you can point at.
Legacy planning, for the people you love.
The documents, the accounts and the wishes, written down where the people you love can find them. It is the least comfortable tab in the system and the one members thank us for most.
- Net worth
- $184,320 This quarter
- Assets
- $271,450 Cash, investments, property
- What you owe
- $87,130 Mortgage, cards, loans
Where it sits
- Retirement$118,400
- Property equity$92,750
- Cash and savings$41,300
- Brokerage$19,000
And around the system, the Money Mastery Collective.
Every membership includes the Money Mastery Collective, beginning with La Soglia, and inside it you can ask questions, talk through the decisions behind your numbers, share what is working, and learn alongside other women business owners who want to know what their money is doing.
You can see your own numbers before you pay anyone.
La Soglia is the free membership and it stays free. Join it and you get the Net Worth Tracker, a Google Sheets™ file, and the Money Mastery Collective.
Start free with La Soglia → See every membership