Free Worksheet
Net Worth Worksheet
See exactly where you stand — on a single page.
- List every asset and liability in one place
- Calculate your true net worth in minutes
- Track the trend over time, not just today
- Spot what’s actually moving the needle
Inside the download
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Why it matters
Net worth is the single clearest measure of financial progress — more honest than income and less noisy than your account balances. Update this worksheet once a quarter and you’ll see the trend that actually matters.
Built by Peter Lazaroff, CFA, CFP®, the same tools he uses with clients as Chief Investment Officer, distilled into something you can put to work today.