Financial Selfie Spreadsheet Tools

These downloadable spreadsheets support the practical side of the Counting On Yourself framework. They help organize financial information clearly so you can see your situation with accuracy and calm.

Each download contains one spreadsheet with four pages, designed to work together.

The file is available in two formats:

  • Apple Numbers

  • Microsoft Excel

Choose the version that works best with the software you already use. If you don’t use either, the Numbers app is free and is automatically available on every Apple product. The Excel format (.xlsx) can also be imported into Google Sheets.

Inside the Financial Selfie™ Spreadsheet

  1. Financial Selfie™ Net Worth
    A clear, top-level snapshot of your current financial position, automatically calculated as you enter your assets.

  2. Asset Class Detail
    User-entered detail categories so you can see how your assets are distributed and identify patterns that might otherwise be hidden.

  3. Mind Money™ Journal
    A reflective tool to excavate the hidden wealth by valuation and tracking GEMPICKS (Gratitude, Experience, Mentorship, Physical, Insights, Community, Knowledge, and Skills.)

  4. Flow-Grow™ Cash Map
    Track sources and uses of cash to better understand where money flows through your life and where it contributes to long-term growth.