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Chapter 1 · Hitting A Financial Grand Slam

Net Worth Snapshot

Enter current values. Totals calculate automatically and blank amounts count as zero. Use values from the same date whenever possible.

Snapshot date

Date of these values

Assets — what you own

Checking account(s)
$
Savings account(s)
$
Investment / brokerage accounts
$
Retirement accounts (401k, IRA, etc.)
$
Home / real estate (market value)
$
Vehicle(s)
$
Other assets
$
Total assets$0.00

Liabilities — what you owe

Mortgage
$
Auto loan(s)
$
Student loans
$
Credit card #1
$
Credit card #2
$
Credit card #3
$
Personal loans
$
Other debt
$
Total liabilities$0.00

Net worth calculation

Total assets$0.00
Minus total liabilities$0.00
Net worth$0.00

Enter your assets and liabilities to begin.

Avoid double counting: enter the full market value of a financed home or vehicle under Assets and its remaining loan balance under Liabilities. Don't enter equity as the asset value and then subtract the loan again. Include each account or debt only once.

Use current balances and reasonable resale / market values, not original purchase prices. Enter debts as positive amounts — the worksheet subtracts them. Net worth is a point-in-time snapshot, not monthly cash flow. Save a dated PDF to track changes over time.

Educational planning tool; not personalized financial advice. Nothing you type is saved or sent anywhere — use Save as PDF to keep a copy.