Your Pathway to Financial Clarity
We've put together practical resources to help you understand net worth calculation without the jargon. Real examples, straightforward guidance, and tools you can actually use.
Explore Our ProgrammeResources That Actually Help
We've learned what works through real conversations with people managing their finances. These aren't theoretical—they're based on what genuinely helps.
Calculation Workbooks
Step-by-step worksheets that walk you through asset and liability tracking. Nothing fancy, just clear guidance on getting your numbers organized.
Real Case Studies
Anonymized examples from actual situations. See how others approached their financial assessment and what they learned along the way.
Video Walkthroughs
Short screen recordings showing exactly how to use our templates and tools. Watch someone do it first, then try yourself.
Common Mistakes Guide
Things people typically miss when calculating net worth. We've seen these patterns enough times to know they're worth highlighting.
Reference Materials
Quick lookup sheets for UK-specific considerations—property valuations, pension accounting, and investment classifications.
Update Templates
Formats for tracking changes over time. Your net worth isn't static, and these help you monitor shifts without starting from scratch each time.
Starter Pack: Everything to Begin
We've bundled the essentials into one download. It's what we hand to everyone who joins our autumn 2025 programme, and you can grab it now to get a feel for our approach.
- Asset inventory worksheet with UK property considerations
- Liability tracking template for mortgages and loans
- Net worth calculation guide with worked examples
- Monthly review checklist to keep things current
Crispin Hayward
Lead Programme Developer
Spent fifteen years watching people struggle with financial terminology that didn't need to be complicated. Now I create materials that skip the complexity and focus on what you actually need to know.
My background's in financial education, but honestly, most of what I've learned came from listening to what confuses people. These study materials reflect those conversations—practical stuff that addresses real questions.
How Our Materials Developed
Early 2023
Initial Workshops
Started running small sessions in Liverpool, testing different ways to explain net worth concepts. Took notes on what landed and what didn't.
Summer 2024
First Templates Released
Created downloadable worksheets based on feedback. People wanted something they could fill out at their own pace, so we built that.
Late 2024
Video Content Added
Realized written instructions only go so far. Started recording walkthroughs showing exactly how to use each template and tool.
Early 2025
Case Study Library
Gathered anonymized examples from participants who'd completed the process. Real situations help more than hypothetical ones.
Autumn 2025
Full Programme Launch
Combining everything into a structured learning experience. Registration opens in September for our comprehensive net worth calculation course.