11d (edited) • 40 Days of Financial Clarity
Day 14 - what assets do I have?
What are all of my assets?
An asset is anything you own that has real, measurable value today.
What counts as an Asset
1. Cash & Cash Equivalents
* Checking accounts
* Savings accounts
* Money market funds
* Cash on hand
this is your liquidity layer (immediate access)
2. Investments
* Stocks, ETFs, mutual funds
* Retirement accounts (401k, IRA)
* Bonds, treasuries
* Crypto
* Use current market value, not purchase price
Ask: “What could you sell it for today?”
3. Property / Real Estate
* Primary home
* Rental properties
* Land
* Use realistic current market value
* If unsure → estimate conservatively
4. Business Ownership
* Ownership in a company
* Cash in the business
* Retained earnings
* If valuation is unclear:
* Use last known valuation OR
* Conservative estimate based on profit
5. Other Valuable Assets (optional)
* Vehicles (use resale value, not what you paid)
* Jewelry, art, collectibles (only if resale market exists)
1
6 comments
Day 14 - what assets do I have?
powered by
skool.com/intuitive-investing-5870
Financial fluency starts here. Master investing, business, and money while becoming the person capable of creating lasting wealth. Stronger together.
Suggested communities
Powered by