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User Guide

Net Worth Worksheet

Find out how much your assets are worth. Click here or from the home page click on Plan > Personal Finance > Net worth worksheet

To complete it, you’ll need:

  • Most recent investment account statement.
  • Statements for taxable accounts, retirement accounts, and college savings plans.
  • Most recent checking and savings account statements.
  • Estimate of current market value of your home(s).
  • Estimate of current market value of other assets, including cars, jewelry, artwork, etc.
  • Life insurance policy face values.
  • Most recent credit card statement(s), if you have a balance on your account.
  • Most recent mortgage and home equity loan statements.
  • Most recent statements from any other debts you owe, such as student or auto loans.