Net Worth Statement
Quick Instructions for Completing Your Net Worth Worksheet
- Prepared For: Type your name in the field near the top of the page.
- Assets: Go through the Cash & Cash Equivalents and Property & Personal Assets sections. Enter the approximate current value of each item. Don't worry about being precise - estimates are fine! If you don't have an asset in a certain category, leave it as 0.
- Investments: Do the same for Brokerage Accounts and Retirement, Education & Other - enter approximate current balances, leaving anything that doesn't apply at 0.
- Liabilities: Enter the approximate current amount you owe under Short-Term Debt and Mortgages & Long-Term Debt. Again, estimates are perfectly acceptable.
- Notes: Use the Notes section at the bottom to flag anything we should know - an account you expect to close, a property under contract, a debt you're paying off early, and so on. This step is optional.
- Calculate: Click "Calculate net worth." Your total assets, total liabilities, and net worth will appear at the top, along with a chart and an itemized breakdown of everything you entered.
- Review: Take a look at the figures, the chart, and the itemized assets and liabilities.
- Email Results: If you're happy with your figures (remember, approximations are okay!), click "Email results to Vertical Ascent" to send everything - including your notes - to us.
That's it! Don't stress about getting the numbers exactly right - approximate values are perfectly fine for this exercise.
Where things stand today
A complete picture of what you own and what you owe is the starting point for every plan we build together. Fill in what applies — leave the rest at zero — and we'll do the arithmetic.