The Wealth Audit Workbook Your Complete Personal Wealth Audit — In One Sitting

Most people have a general sense of their finances.

A feeling. A rough idea. A number they hope is right.

This workbook replaces the feeling with the facts.

The Wealth Audit Workbook is a guided 35-page fillable

workbook that walks you through a complete personal wealth

audit in one sitting — so you know exactly where you

stand, exactly where the gaps are, and exactly what to

do next.

WHAT'S INSIDE — 5 PARTS, 35 PAGES

PART 1 — Income vs Asset Income Analysis

Calculate your Wealth Threshold Score — the single

most important number in your financial life.

What percentage of your income comes from assets rather

than your labour? When that number exceeds 50%, you no

longer need to work to maintain your lifestyle. Most

people have never calculated it. You're about to.

PART 2 — Complete Net Worth Snapshot

The truth in one number.

Cash, investments, real estate, business stakes,

retirement accounts — every asset. Every liability.

Every debt. Your real net worth — not the number you

hope is true. The one that actually is.

With 5-year targets and a net worth growth tracker

so you can measure progress, not just position.

PART 3 — Investment Gap Analysis

The number most people never calculate — and pay

for it for the rest of their lives.

How much will you need at retirement? How much are

you projected to have? What is the gap — and what

monthly investment closes it? This section answers

all three questions with guided calculations and

a full 3-dimension diversification audit.

PART 4 — Estate Planning Audit

60% of Americans have no will. 70% of generational

wealth is gone by the second generation. This section

audits all 5 pillars of your estate plan — will,

trust, beneficiary designations, powers of attorney,

and the family conversation.

With a complete beneficiary summary table and a

priority action list with deadlines.

PART 5 — Legacy Intention Statement

The part most financial workbooks never include.

Your wealth story. Your wealth philosophy. Your

intentions for the inheritance. Your values. Your

philanthropic plan. Personal messages to the people

who matter most.

The legal documents protect your estate.

This section protects your legacy.

WHAT YOU GET

✓ 35 fully guided pages

✓ Writing lines, fillable tables, and checkboxes

  throughout — designed to print or fill digitally

✓ Score cards with interpretation guides

✓ Wealth Threshold Score calculator

✓ Net worth calculation tables

✓ Retirement income gap analysis

✓ 3-dimension investment diversification audit

✓ Complete 5-pillar estate planning audit

✓ Legacy intention statement framework

✓ 90-day priority action plan

✓ Quarterly check-in schedule

✓ Instant PDF download

Price: $27 — one time, instant access

"Carnegie called it Ledger A.

He kept it from age 16 until he died.

Not because he had to.

Because he understood that financial clarity

is the foundation of financial power.

This is your Ledger A."

─ The Wealth Threshold

This workbook is for you if:

→ You earn well but have never done a proper audit

→ You have a rough idea of your net worth but not

  the real number

→ You know you should be investing more but aren't

  sure how much more

→ Your estate plan is incomplete or outdated

→ You want to leave a legacy, not just an inheritance

→ You're ready to replace guesswork with clarity

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NOTE: This workbook is for educational and personal

planning purposes only. It does not constitute

financial, legal, or tax advice. For specific

recommendations, work with a qualified fee-only

financial advisor and estate attorney.