This Net Worth Calculator was designed to help you to take a "snap-shot" of your current financial condition. Whereas an income and expense statement shows you your financial picture for a period of time (month, year, etc.), the Net Worth Calculator will show you your financial picture at a single point in time (a specific date). That way, if you compute your Net Worth now, and then again 3 months from now, you will be able to tell whether your financial picture is improving or getting worse.


Starting at the top and working your way down, complete and calculate the totals for each of the six sections. Be sure to click on each section's "Compute..." button before going on to the next section. Once you've computed the entire worksheet, including the Summary Assets & Liabilities, click on the "Create Report" button at the bottom of the worksheet. This will create a condensed report in a new window that you can print-out and compare to your other Net Worth Reports.

If you have the Microsoft Excel program,  click here to download an Excel Net Worth Calculator with greater functionalities.

Knowing your Net Worth is a crucial first step in managing your financial future.  As mortgage planners, we are committed to maximizing your Assets and increasing your Net Worth. Our suite of mortgage products and our advice are designed to help you manage the equity in your home for your advantage with the result of increasing your net worth and creating wealth for you and your family.