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Erdman Financial Group

What Are You Actually Worth?

Most people have never added it all up. Assets minus liabilities — your net worth is the single most honest number in your financial life. Let's find it.

Fill in what applies to you — leave anything blank that doesn't. Every field updates your net worth instantly in the panel on the right. Click any section header to expand or collapse it.

Cash & Savings
Checking, savings, money market, CDs
$0
Checking Account(s)
$
Savings Account(s)
$
Money Market
$
CDs / Treasury Bills
$
Cash on Hand
$
Investments
Brokerage, stocks, bonds, crypto
$0
Brokerage / Taxable Account
$
Stocks / ETFs (outside brokerage)
$
Bonds / Bond Funds
$
Cryptocurrency
$
Other Investments
$
Retirement Accounts
401(k), IRA, Roth, pension
$0
401(k) / 403(b)
$
Traditional IRA
$
Roth IRA
$
SEP / SIMPLE IRA
$
Pension (est. lump sum value)
$
HSA
$
Real Estate
Primary home, rentals, land
$0
Primary Home (market value)
$
Rental / Investment Property
$
Vacation / Second Home
$
Land / Other Real Estate
$
Business & Other Assets
Business equity, vehicles, valuables
$0
Business Equity / Ownership
$
Vehicles (est. current value)
$
Cash Value Life Insurance
$
Jewelry / Art / Collectibles
$
Money Owed to You
$
Liabilities
Mortgage & Real Estate Debt
Primary mortgage, HELOCs, investment loans
$0
Primary Mortgage Balance
$
HELOC / Home Equity Loan
$
Rental Property Mortgage
$
Vehicle & Consumer Loans
Auto loans, personal loans
$0
Auto Loan(s)
$
Personal Loan(s)
$
Credit Cards
All credit card balances
$0
Credit Card Balances (total)
$
Student Loans & Other Debt
Student loans, medical, business, other
$0
Student Loans
$
Medical Debt
$
Business Debt / Loans
$
Money Owed to Others
$
Reset all fields

Your Net Worth

$0

Assets minus liabilities

Total Assets
$0
Total Liabilities
$0
Cash & Savings$0
Investments$0
Retirement Accounts$0
Real Estate$0
Business & Other Assets$0
Total Assets$0
Mortgage & RE Debt$0
Vehicle & Consumer Loans$0
Credit Cards$0
Student & Other Debt$0
Total Liabilities$0

You have the number. Now let's build on it.

Net worth is your starting point — not your finish line.

Whether your number surprised you or confirmed what you expected, the next step is a plan that grows it intentionally. If any of this resonates, I'd love to have that conversation.

Schedule a Free Conversation