Lesson 2 of 7

Take a net-worth snapshot

Distinguish what you own and owe from what moves each month.

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Try this

Value assets and liabilities on the same date. Separate immediately accessible assets from locked or uncertain valuations.

Keep your notes privately. You do not need to submit any financial information.

Reflect before moving on

Which assumption mattered most? What would change in your own circumstances? Which source or rule would you need to check before acting?

You’re in control

A little privacy, please.

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