Our Family Wealth Tracker
$9.99$4.99
One workbook. Every number that matters. Updated in 20 minutes a month.
Most families can tell you what they earn. Very few can tell you what they keep, what they own, and whether the gap between the two is growing.
We built this tracker because we needed it ourselves. We run a global advisory firm and an investment fund, and the system we use at home is deliberately simple: track income, track expenses, know your surplus, watch your net worth, and protect your savings rate. Those five numbers tell you whether your family is actually building wealth or just earning well.
What's inside:
A clean Excel workbook that tracks income, expenses, monthly surplus, net worth, and savings rate in one place. Plus a quick-start guide that gets you from download to your first completed month in under half an hour.
Who it's for:
Families who earn well but suspect the money is leaking somewhere. Couples who have never seen their full financial picture on one page. Anyone who wants to run the household with the same clarity they bring to their work.
Every family needs one honest spreadsheet and a monthly habit.