Q3 Net Worth Statement
Every 3 months I take 5 minutes to update my net worth spreadsheet and I think this is the most important thing you can do to track your finances.
The 3rd quarter of 2025 ends today and here’s your reminder to update your net worth spreadsheet.
If you haven’t done this before, it’s really simple:
- Log into each bank/brokerage account you own and write down the current balance
- Add those balances together with the market value of any real estate or other significant assets you own. This makes up your Total Assets.
- Write down all debts you owe including mortgage, credit, student loans, etc. and add them together to get your Total Liabilities.
- Total Assets minus Total Liabilities = Net Worth
Track this quarterly and watch this amazing journey to FI unfold before your eyes!
Join me at the Upcoming Coast FI Summit!
The concept of Coast FI has captured the imagination of the FI Community.
And for good reason.
It’s the point in your FI Journey where you’ve already saved enough that additional savings becomes optional and you can coast into FI based on your existing money compounding.
Then you can start focusing on designing the life you want now, instead of waiting for your FI date to arrive.
I’m excited to share that I'll be speaking at the first-ever Coast FI Summit, hosted by The Fioneers.
Even though the term Coast FI was coined after I quit my job, I’ll be sharing my own experience with what is now known as Coast FI and how it opened up freedom and flexibility for me before FI.
This free, two-evening virtual event will feature stories, strategies, and inspiration from people across the FI community who are choosing freedom, flexibility, and purpose today — not decades from now.
When: Oct 14 & Oct 16, 7 pm ET
Where & Cost: Free & Virtual