Step 8

Identify your starting point

Calculating your net worth is as simple as comparing what you owe (liabilities) and what you own (assets). Use the simple form below to determine your net worth as of today.

Take The Next Step

Net worth worksheet

Assets: $ Liabilities: $
Cash and Equivalents Mortgage (principal only)
Cash
Checking/Savings Other Debt
Other Home improvement loans
Student loans
Real Property (Mkt. Value) Credit lards
Real Estate Car loans
Car Other
Personal Property
Other Taxes Owed
State and local
Investments Federal
CDs
Stocks/Bonds Contractual Obligations
Mutual Funds Leases, tuition
Other
Total Liabilities
Retirement Accounts
IRA Calculate your net worth
Pension Fund (vested) Assets
Other Minus (-)
Liabilities
Other Equals (=)
Total Assets NET WORTH