Net Worth Statement

Purpose: This document provides a detailed summary of an individual’s or household’s current financial position by listing all assets and liabilities to calculate overall net worth. This is a useful tool for financial planning, loan applications, or personal tracking of financial health.

Personal Information

• Name: {name}
• Date: {statementDate}
• Prepared by: {preparedBy}

Assets

List of all owned assets with estimated values:

Liabilities

List of all debts and obligations:

Net Worth Summary

• Total Assets: {totalAssets}
• Total Liabilities: {totalLiabilities}
• Net Worth: {netWorth}

{#includeNotes}

Additional Notes

{notes}

{/includeNotes}

Certification

I, {name}, certify that the information provided in this Net Worth Statement is complete and accurate to the best of my knowledge.

Signature: _______________________

Date: {statementDate}