WealthMost Popular 90 min$97

Know Your Number

A Personal Net Worth Audit & Financial Baseline Session

Most women are managing their finances blindfolded — spending, saving, and hoping for the best without ever truly knowing where they stand. This workshop changes that. In 90 focused minutes, you will calculate your personal net worth from scratch, identify the financial gaps that are quietly costing you, and walk away with a clear, honest baseline from which to build. No judgment. No shame. Just clarity.

What You Will Walk Away With

Calculate your true personal net worth (assets minus liabilities)

Identify and categorize all financial assets: savings, investments, property, retirement accounts

Map all liabilities: debt, loans, credit balances, obligations

Recognize wealth gaps — the distance between where you are and where you want to be

Create a 90-day financial snapshot you can revisit quarterly

Distinguish between liquid, illiquid, and appreciating assets

Establish your personal financial starting line with confidence and without shame

Session Agenda

0–15 minWelcome & Mindset Reset

Releasing judgment about where you are. Understanding that your starting number is not your final number.

15–40 minAssets Deep Dive

Live walkthrough of all asset types — cash, savings, checking, retirement (401k, IRA, Roth), property equity, investments, business value, and valuables.

40–65 minLiabilities Inventory

Mortgage balances, student loans, car notes, credit card debt, personal loans, medical debt, and informal obligations.

65–80 minNet Worth Calculation & Gap Analysis

Calculating your true number and identifying the top 3 gaps to address first.

80–90 min90-Day Action Planning

Setting three specific, measurable financial actions to take in the next 90 days.

Workshop Worksheets

The following worksheets are completed during the live session. Preview them below, or download a print-ready PDF of the worksheets only.

Recommended Resources

◆Personal Capital (Empower) — free net worth tracker
◆AnnualCreditReport.com — free full credit report
◆Triverre Wealth Baseline Tracker (included with workshop)

Download Worksheets as PDF

Study Help

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