Wealth is built deliberately. Millionaires set clear financial targets, track progress, and adjust intentionally. Millionaires think in Net worth, not income. Income pays bills, net worth buys freedom. Net worth = Assets- Liabilities. Is my net worth increasing? In order to help you track your net worth we are providing a Net Worth Worksheet. Your goal should be to analyze your progress annually. This excel spreadsheet has some locked cells but, once downloaded and saved to your computer may be modified to fit your specific use.

Net Worth Tracking Sheet

*Disclaimer: Due diligence is an individual requirement. While we work hard to provide accurate information, state laws change over time, localities have different rules, regulations and laws, what works for one investor may not work for another, and understanding of member contributed forms and agreements is an individual responsibility. PREIA volunteers and speakers are not lawyers nor tax experts. If they are lawyers, tax experts or other experts their role in speaking at PREIA is to inform and teach not give professional advise on anyone specific situation. In every transaction involve the experts you need to safely navigate your investments. Consult with a professional lawyer.

Virginia Peninsula Real Estate Investors Association

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