Personal Net Worth Review Tool
A net worth statement is a snapshot of your current financial position and is a consolidation of all the financial decisions you’ve made. And, it includes both the good and the bad decisions. If you’ve made good investments decisions and made a lot of money, it will tell in the net worth statement. If you’ve made some terrible investment decisions and lost a lot of money, it will also tell in the net worth statement.
A properly created net worth statement is the most important tool to help you with sound decision making about the next steps to take.
This Personal Net Worth Review Tool (excel format) have been designed to help you get an updated picture of your current financial position. Included in the tool is an auto-calculation feature of your liquidity ratios and I have kept the assets and liabilities fields “unlocked” to allow you to be able to customise the statement to your own unique situation.
Instructions for Use:
- Input Your Assets
- Input Your Liabilities
- Input Your Monthly Fixed Expenses
Your Net Worth, Basic Liquidity, Standby Liquidity and breakdown in percentage of assets and liabilities will be automatically calculated.
To download fill up the form below and a download link will be sent to your email.
