Get the free Summary of Net Worth*

Work SheetSummary of Net Worth* Prepared by: New Brunswick Association for Community Living April 2011 This worksheet provides a summary of your net worth; namely, what you own minus what you owe.

How to fill out summary of net worth

How to fill out summary of net worth

1. To fill out the summary of net worth, follow these steps:
2. Gather all your financial documents, such as bank statements, investment accounts, property deeds, and loan statements.
3. List down all your assets, including cash, savings accounts, investment portfolios, real estate, vehicles, and valuable possessions.
4. Assign a value to each asset based on its current market worth or appraised value.
5. Subtract any outstanding debts or liabilities you have, like mortgages, loans, credit card balances, and outstanding bills.
6. Calculate the difference between your total assets and total debts, which will give you your net worth.
7. Write down the final net worth amount in the summary section along with the date of calculation.
8. Update your summary of net worth regularly to track your financial progress.

Who needs summary of net worth?

1. Summary of net worth is useful for various individuals, including:
2. - Individuals who want to evaluate their overall financial health and track their progress over time.
3. - Investors who need to assess their current financial position and make informed investment decisions.
4. - Financial planners or advisors who assist clients in managing their wealth and identifying areas of improvement.
5. - Individuals going through major life events such as marriage, divorce, retirement, or starting a business.
6. - People applying for loans or mortgages who need to provide a comprehensive overview of their financial situation.
7. - Estate planners or executors who need to determine the value of an individual's estate for inheritance or tax purposes.

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