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Watching Your Net Worth Grow -- Green Arrow Moving Upward in front of $100 bill

Watch Your
Net Worth Grow

What is Net Worth?

Your net worth is how much you're worth once you subtract all your debts. Debts are also known as liabilities.

How is Net Worth Calculated?

The formula isn’t complicated. You simply add up all of your assets. Then you add up all of your liabilities. Afterward, subtract your liabilities from the assets. Easy-peasy! You have your net worth.

Net Worth Equation

What is a personal balance sheet?

A personal balance sheet is a summary of your assets (what you own), liabilities (what you owe), and your net worth (assets minus liabilities). It provides an overall snapshot of your wealth at a specific period in time.

Peak Wealth Planning
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About Peak Wealth Planning

Peter Newman | President and Founder

Peter Newman

Peter Newman, CFA, works with individuals nationwide that have accumulated wealth through concentrated stock ownership. Peter helps his clients achieve their unique goals and enjoy peace of mind.

ESOP Participants Enjoying Peace of Mind in Retirement

Peak Wealth Planning

Peak Wealth Planning specializes in working with clients whose net worth is $1 million to $25 million or more. We get to know your unique needs and design a strategy to help you align your personal goals and finances.

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