The net worth worksheet will give you a snapshot of your current financial situation and help track your progress towards your goals.
This easy-to-use worksheet will guide you through outlining your assets (what you own) and liabilities (what you owe) to calculate your current net worth.
ASSESS YOUR FINANCIAL HEALTH
STAY ON TARGET WITH YOUR $ GOALS
PLAN FOR LARGE EXPENSES
Get a snapshot of your current financial situation. We recommend doing this at least once a year, but it can be done quarterly, monthly, or as frequently as you’d like depending on your needs.
Two major personal wealth goals – homeownership and net worth – work hand-in-hand.
If you’re a homeowner, it’s important for you to understand how your home’s value contributes to your overall net worth. If you’re a renter, now is the time for you to figure out how homeownership fits into your short-term goals and your long-term financial future.
CURIOUS ABOUT YOUR NET WORTH?
ABOUT THE AUTHORS
Spectrum Real Estate Consultants Team
Spectrum Real Estate Consultants Team is the top producing team of Realtors at Keller Williams Realty Leading Edge completing over 900+ successful transactions since 2015. Our mission is to provide our clients with world-class service while simplifying the Real Estate transaction through experience, technology, and effective communication.
STRIVING TO BE THE ONLY REALTORS® YOU'LL EVER NEED