Advanced Net Worth

Analyze liquidity and leverage alongside total net worth.

Cash & Equivalents

Taxable Investments

Retirement Accounts (401k, IRA)

Real Estate Value

Vehicles & Other

Mortgage(s)

Student Loans

Auto Loans

Credit Cards (Revolving)

Total Net Worth

US$228,000

Total AssetsUS$555,000

Total DebtUS$327,000

Liquid Net Worth

US$58,000

Cash & taxable investments minus credit card debt.

Debt-to-Asset Ratio

58.9%

How much of your assets are financed by debt. Target < 25%.

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