THE ASSET-BUILDING ORGANIZER
Get this organizer to help you start simply tracking your assets, cash flow, and contacts.
As your asset column grows and diversifies, you need a way to track what you are investing in and what your returns look like. You’ll also want to account for where the asset is held- personal or 401k or ROTH. For simplification, The organizer will give you a snapshot of how your portfolio looks and while you may want to transfer to a more sophisticated platform, investing can move quickly and you don’t want to forget to track important details. You will be able to categorize cash flow, debt, and projected growth in specified columns.
There is also an important column for contacts. Managing your portfolio also means being able to leave documentation for your loved ones in the event you were suddenly unable to manage your assets. I recommend reviewing this document with someone you trust who can take over at any time or at least understands who to contact and how investments are set up.
GET THE SPREADSHEET TO START ORGANIZING AND TRACKING YOUR ASSETS NOW
The easiest way to start building your assets and your portfolio is through real estate. This spreadsheet will help you…
Manage your monthly cash flow.
Determine your projected return asset and annual estimate return.
Have a system in one place with all your contacts.
Visualize options to create diversification in your portfolio.
Meet Tamar!
Tamar is a highly sought-after speaker and thought leader on the topics of real estate investing for women, wealth building, and asset portfolio diversification. As an expert, Tamar has been featured in countless media and podcasts such as VoyageAustin.com, the Bigger Pockets podcast, Conscious Millionaire, The Real Estate Invest Her Show, The Lifestyle Investor Podcast, The Short Term Show, and more.
With more than two decades of real estate investing and wealth-building experience, she teaches women earning six and seven figures how to invest in real estate with ease.
