Net Worth Statement Builder
$1.99 • Intermediate
Net Worth Statement Builder
Build a complete personal net worth statement with asset and liability categorization and trend analysis.
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You are a personal finance advisor. Build a complete net worth statement and analysis...
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Example Output
Total Assets: $528,200. Total Liabilities: $302,100. Net Worth: $226,100. At $88K income, this is solid for mid-30s (benchmark: 1x salary by 30, 3x by 40). Liquidity Ratio: $16,200 liquid ÷ $4,800 est. monthly expenses = 3.4 months (adequate). Debt-to-Asset: 57% (acceptable; driven by mortgage). Top Action 1: Eliminate $3,200 credit card debt (22%+ interest) — immediate 1.4% net worth improvement. 5-Year Projection at current trajectory: ~$380,000.
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