Use this tool as a progressive marker that aligns with your Financial Plan. Show up with pride every month on the same date and fill out where is applicable.
1. Establishing your saving goals is your first step on this tracker. How much would you like to have? For example, I would like a net worth of 20,000 in 12 months. Fill it in.
2. Fill Assets, starting with what cash you have and what's in your savings accounts. Investments, properties. How much equity do you have? Anything that you own that has economic value.
3. Fill in Liabilities, starting short terms debts, for example, your car loan, long term debt. This could be your mortgage.
4. Show up to this consistently.