How to Determine Your Personal Net Worth

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When you determine what your personal net worth is, you can make strategic choices to plan for the future and improve that value. Understanding your personal net worth will help guide how you approach personal investment decisions, the potential sale of your business, retirement planning, or major purchases.

You should consider obtaining a PNW statement if:

  • You want a snapshot of your personal financial situation
  • You are considering a major financial or life decision
  • You are obtaining financing from a bank or other lender
  • You want help setting and tracking personal financial goals

To create a personal net worth (PNW) statement that identifies your assets and liabilities, we’ll work with you to capture all of your current financial information and group it in such a way that is more understandable to you.

Let’s Get Started

Book an introductory meeting to learn more about how your business will benefit from KWB Accounting and Advisory services, like a Personal Net Worth Statement.

Learn more about our ONSight Advisory services here

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If you’re an entrepreneur or a small business owner, click here to learn more about our ONSight Advisory program. We offer specially curated business coaching and advisory support to help you thrive.

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