What is my projected net worth?

In order to get where you want to go, you need to know where you are. You can get a view of your financial position by generating a personal net worth statement. Over time your net worth will change as your assets earn interest or are depleted and your liabilities increase or decrease. Use this calculator to estimate what your net worth could be in the future based on specified growth rates.

Assumptions
Tangible Assets
ValueGrowth
(-12% to 12%)
Residence ($)
Vacation home ($)
Furnishings ($)
Automobiles ($)
Rental real estate ($)
Art, jewelry, and other valuables ($)
Equity Assets
ValueGrowth
(-12% to 12%)
Stocks ($)
Variable annuities ($)
Limited partnerships ($)
Business interests ($)
Fixed-Principal Assets
ValueGrowth
(-12% to 12%)
Fixed-dollar annuities ($)
Trust deeds ($)
Other fixed-principal assets ($)
Fixed-Rate Assets
ValueGrowth
(-12% to 12%)
U.S. government bonds and securities ($)
Municipal bonds ($)
Corporate bonds ($)
Face-amount certificates ($)
Debt mutual funds ($)
Cash and Cash Equivalents
ValueGrowth
(-12% to 12%)
Checking accounts ($)
Savings accounts ($)
Money market funds ($)
Certificates of deposit ($)
Other cash reserve accounts ($)
Liabilities
ValueGrowth
(-12% to 12%)
Home mortgage ($)
Other mortgage ($)
Automobile loans ($)
Bank loans ($)
Personal loans ($)
Charge account debt ($)
Other debts ($)

This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. This service shall not infer that the company or its affiliates and email service provider, DocuMatix, Inc, assumes any fiduciary duties. In addition, such service should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results. Use of service is provided without warranty of any kind, either express, implied or statutory, including FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, AND ACCURACY. Use of service is entirely at users own risk and user should seek professional financial and legal advice without reliance on service. Provider and email service provider shall not be liable for any lost profits, lost business, direct or indirect, punitive or consequential damages or damages of any kind arising out of service use. This agreement shall be governed and enforced by Utah law, with courts located in Salt Lake County, Utah the sole and exclusive venue. User agrees to indemnify and hold harmless company, email service provider, and affiliates from any and all liabilities and costs (including attorney fees) for any improper use or violation of these terms.
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