Net Worth Statement Financial Model – Up to 10 Year Projection

Asset Management, Financial Model, Financial Services, Personal Budgets, Personal Finance

10-year Financial Projections, Accounting, Accounts Payable, Accounts Receivable, Amortization, Budget, Budgeting, Cash Flow Analysis, Cash Flow Projections, Dashboard, Debt Amortization, Excel, Financial Analysis, Financial Debt, Financial Feasibility, Financial Model, Financial Modeling, Financial Planning, Financial Projections, Financial Ratios, Financial Statements, Forecast, Forecasting, General Ledger, Income Statement, Pro-Forma, Revenue Projections, Valuation

Video Overview:

This model can be used to prepare, forecast, and analyze personal net worth. The model can model liquid assets, investments, personal property, current liabilities, and long-term liabilities to forecast personal net worth for up to 10 years.

This model is helpful if you seek personal financing (home loan, line of credit, etc.), as lenders typically require a neatly formatted personal net worth statement. The model is dynamic with preloaded common personal net worth statement line items with spaces for custom line items to be added within each category.

The model is simple and preformatted to PDF or print. The model is organized with the following tabs:

– Executive Summary: This output tab provides the high-level reporting output for the analysis, including a summarized statement of net worth and visualization of a forecast for up to 10 years.

– Assumptions & Model: This tab includes a list of typical personal net worth statement line items as well as inputs for the opening balance, annual contribution (negative value is a reduction of assets or repayment of a liability), as well as the annual return to include in the forecast. All inputs for the model are on this tab. The yellow-filled cells with blue text are for user inputs – only type into the yellow fill with blue text cells.

This model is a quick tool for developing a personal net worth statement for financing or tracking/forecasting net worth for your interest.

This model template comes as both in .pdf and .xlsx file types, which can be opened using MS Excel and any PDF File Viewer.