Whole Family Wealth Canvas

Your entire financial life on a single, simple page

Meet a one page worksheet that captures what you own, what you owe, and where your money is headed. It is clear, private, and ready to use.

What it includes

• All assets: cash, investments, businesses, properties, pensions

• Liabilities: mortgages, loans, credit lines

• Net worth at a glance, plus which assets are growing, flat, or declining

• Key details: ownership type, location, liquidity

Why it matters

When everything lives on one page, you can see the big picture instantly, spot what to improve or rebalance, and make decisions based on real numbers instead of assumptions. This is especially helpful for families with many moving parts, where tracking is hard and opportunities or risks are easy to miss.

What you get

• A fillable template you can save and update

• Simple instructions to complete it in under an hour

• A private tool that never leaves your hands

Ready to start?