net worth wksht cover

Get Your Worksheet

Access Your Net Worth Worksheet

Your worksheet has been delivered to your inbox! Below, you'll find pro tips from our team outlining how to get the most out of the information based on our decades of experience working with clients. On the off chance the email got caught in spam, you can download the worksheet directly here.

 

How to Get the Most Out of Your Net Worth Worksheet

Track your progress and make smarter financial decisions with our easy-to-use Net Worth Worksheet

Your net worth is more than a number—it’s a snapshot of your financial health. Use this worksheet to see your entire financial picture in one place and update it every six months to stay on track. By understanding where you stand, you’ll gain clarity, confidence, and control over your financial life. This tool helps you identify opportunities, manage risks, and make intentional choices that align with your goals.
 
Key things you’ll learn:
  • How to calculate your net worth
  • Why tracking it regularly matters
  • How it guides smarter financial decisions
Need help applying this? Talk to an advisor.

Featured Resources

We Are Thought Leaders

As a top financial advisory firm in St. Louis, we’ve been established in local circles and national news outlets as industry thought leaders. Browse our featured resources to learn more about our approach to wealth management.

Why People Trust Plancorp with Their Financial Futures

  • Aligned by Design A compensation model built to succeed only when your wealth grows.
  • Fiduciary, Always Advice delivered solely in your best interest—no conflicts, no commissions.
  • Proven Over Time Decades of experience guiding clients through markets, change, and complexity.
  • Credentials That Matter CFP®, CFA®, and CPA credentials reflect deep expertise and rigorous standards.

CLIENT TESTIMONIAL

Our experience with Plancorp has been outstanding! The planning and delivery of services continues to be top notch! And most of all, Plancorp has listened to the goals and objectives for our family and kept that top of mind since day one.

Dan F., Client of 15+ years

The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

Want to Keep Learning?

We've helped thousands of people gain clarity on their finances. Explore more resources to build your confidence.

View Resources Start Financial Analysis

 

Disclosure

For informational purposes only; should not be used as investment tax, legal or accounting advice. Plancorp LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. Plancorp's marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage our services, and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Plancorp is a registered trademark of Plancorp LLC, registered in the U.S. Patent and Trademark Office.

 

Schedule a Call With a Wealth Manager to Get Started

Let Plancorp help so you can focus on making the most of your wealth

Schedule Your Strategy Session

St. Louis, MO | Nashville, TN  | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163

CEFEX: Centre For Fiduciary Excellence ZAG: Active Oversight / Proactive Advice

© 2026 Plancorp, LLC. All Rights Reserved.