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02 / 07

Wealth

Net Worth Calculator.

Compare all your assets against liabilities to get a complete financial picture.

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~60s

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About this tool

What the Net Worth Calculator actually does.

Our free Net Worth Calculator is the 30-second version of a personal balance sheet. Enter what you own (home, investments, retirement accounts, cash) and what you owe (mortgage, auto loans, credit cards, student loans) — the tool nets them out and shows you where you actually stand.

It's the first calculation we run with every new wealth-planning client. Income tells you what you earn; net worth tells you what you've actually kept. Tracking it yearly is the single best habit for long-term financial progress.

Run the numbers

Assets

$
$
$
$
$

Liabilities

$
$
$
$
$

Net Worth

$0

Positive net worth

Total Assets

$0

Total Liabilities

$0

Updates live as you enter values

For informational purposes only. Results are estimates and do not constitute financial advice. Consult a qualified professional before making financial decisions.

How to use it

  1. 01

    Enter each asset category (home, investments, retirement, cash).

  2. 02

    Enter each liability (mortgage, loans, credit cards).

  3. 03

    The tool totals both sides and calculates your net worth.

  4. 04

    Save the number — check again next year to see progress.

What you'll get out of it

  • One honest number that summarizes your finances.
  • Spot concentration risk (too much in one asset class).
  • Track progress year-over-year.
  • Know your starting point before any planning conversation.
Who this tool is for
01

Anyone starting a financial plan and needing a baseline.

02

Couples doing their annual money check-in.

03

Business owners separating personal net worth from company equity.

Frequently asked

Common questions about this tool.

Do I include my business in net worth?

+

Yes — business equity is an asset, typically valued at a reasonable offer price or multiple of earnings. If it's highly illiquid, note that separately so you're not overstating your financial flexibility.

What counts as an asset?

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Anything that has resale value: cash, investments, retirement accounts, real estate, vehicles, business ownership, collectibles. Items like furniture and clothes are usually excluded because they're hard to liquidate.

Is my home's value an asset or a liability?

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Both — the market value of the home goes in assets, the remaining mortgage balance goes in liabilities. The difference (your equity) is what actually contributes to net worth.

What's a 'good' net worth for my age?

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There's no single number, but a common benchmark is: target a net worth equal to your annual income by age 30, 3× by 40, 6× by 50, 10× by 60. It's a rule of thumb, not a law.

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