What is my current 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.
Tangible Assets
Value
Residence ($)
Vacation home ($)
Furnishings ($)
Automobiles ($)
Rental real estate ($)
Art, jewelry, and other valuables ($)
Equity Assets
Value
Stocks ($)
Variable annuities ($)
Limited partnerships ($)
Business interests ($)
Fixed-Principal Assets
Value
Fixed-dollar annuities ($)
Trust deeds ($)
Other fixed-principal assets ($)
Fixed-Rate Assets
Value
U.S. government bonds and securities ($)
Municipal bonds ($)
Corporate bonds ($)
Face-amount certificates ($)
Debt mutual funds ($)
Cash and Cash Equivalents
Value
Checking accounts ($)
Savings accounts ($)
Money market funds ($)
Certificates of deposit ($)
Other cash reserve accounts ($)
Liabilities
Value
Home mortgage ($)
Other mortgage ($)
Automobile loans ($)
Bank loans ($)
Personal loans ($)
Charge account debt ($)
Other debts ($)
   
No bank guarantee • Not a deposit • Not FDIC/NCUA insured
May lose value • Not insured by any federal government agency

This material is not intended to be used, nor can it be used by any taxpayer, for the purpose of avoiding U.S. federal, state, or local tax penalties. This material is written to support the promotion or marketing of the transaction(s) or matter(s) addressed by this material. Pacific Life, its affiliates, their distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney.

The results and explanations generated by this calculator may vary due to user input and assumptions. Pacific Funds does not guarantee the accuracy of the calculations, results, explanations, nor applicability to your specific situation. We recommend that you use this calculator as a guideline only and ultimately seek the guidance of an experienced professional. CalcXML, the provider of this information and interactive calculator, is an independent third-party and is not affiliated with Pacific Funds.

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