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The Money Club for Young Adults
Net Worth Worksheet
Step 1 is to complete the net worth worksheet. This will provide you with a good starting point in your financial journey. It is important to get a good handle on your current situation. We have put together a draft to get you started (a picture is below). You can use ours or use your own.
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To download the Excel workbook: click here

Asset: what you own
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good assets
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bank accounts
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investments
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real estate
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bad asset
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vehicle
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own assets that put money in your pocket (produce income)
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avoid assets that take money out of your pocket (vehicles)
Liability: what you owe
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good liability
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student loan
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bad liability
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credit card debt
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car loan
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