Joint Net Worth
Three steps and you're in.
Copy the template
Make your own copy in Google Drive — open it here.
Add your accounts
Delete the examples, add a few of your own.
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Joint Net Worth
Current Joint Wealth
No session reference captured yet — this session only, not saved to the Sheet.
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Projected value in —
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Low / Normal / High are return scenarios from the Settings tab, not probability bands. Dashed vertical markers show each person's planned retirement.
What-ifs on top of your plan: a career break, early retirement, part-time earnings. Defined as rows in the Sheet's LifeEvents tab — tick to compare your plan with and without them.
Session comparison · captured at —
| Outcome | Reference | Current | Change |
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What changed
Things in your Sheet that could silently distort the numbers above, plus a few disclosed simplifications worth knowing about. Nothing here is fatal — the projection still runs — but check anything flagged ⚠.
Adjust projected values for inflation