Net Worth – Summary

The Net Worth area of the Financial Analysis Overview document focuses your client on the changes to their projected net worth moving forward. These values are examined further in the Net Worth Ledger page.

The three ages covered are Current Value, Retirement Value, and Estate Value. Similar to the rest of the software, Retirement Value is based on the Retirement age of the client. Estate Value is equal to the last year of the analysis.

*Pay particular attention to any remaining debt or Lifestyle Line of Credit at Life Expectancy. If Lifestyle Line of Credit values exist at Life Expectancy, it is a key indicator that your clients are falling short of funding their retirement. The larger this value is, the harder it may be for your client to meet their goals.