Personal Net Worth Statement
The Personal Net Worth Statement helps you calculate and understand your complete financial position by guiding you through a series of questions about your assets and liabilities. Users simply enter their information into designated input fields, and the workbook automatically calculates total assets, total liabilities, and net worth. Visual summaries and charts provide insight into where wealth is concentrated and where liabilities exist, making this tool ideal for personal financial planning, goal-setting, or preparing to work with a financial advisor.
RETURN & REFUND POLICY
Due to the digital nature of this product and immediate access to downloadable files upon purchase, all sales are final. No refunds, exchanges, or cancellations are provided once the product has been delivered. If you experience a technical issue accessing or downloading the files, please contact Tax Geaks at info@taxgeaks.com and we will make reasonable efforts to resolve the issue.
DELIVERY & ACCESS
This is a digital product. No physical items will be shipped. After purchase, you will receive immediate access to the following: A link to a Google Sheets version of the template, which you can open and make a personal copy in your Google Drive. Access details and download links will be provided on the order confirmation page and sent to your email address after checkout.
IMPORTANT INFORMATION
This product is for educational and informational purposes only and does not constitute financial, tax, legal, or investment advice. Results are based solely on user inputs and may be incomplete or inaccurate. Tax Geaks is not responsible for decisions made using this tool. Users should consult a qualified financial advisor, tax professional, accountant, or attorney for advice specific to their situation.