Welcome to the Net Worth Worksheet! Your net worth gives a high level view of your finances and is often an indicator of financial health. Simply put, it is the value of your total assets (what you own) minus your total liabilities (what you owe).
Calculating your net worth will unearth areas that need attention in your personal finances. As your coach, I’m committed to walking alongside you and offering direction in how to increase your net worth as you pursue your financial wellness goals.
In preparation for our coaching session, please complete the worksheet below. If you are married, please work on this exercise as a team. It’s important that you complete it at least two business days before our coaching appointment. If there is information that you are not able to access, please submit the form with as much information as you have. I look forward to working with you and for you.
