Personal Net Worth Statement

If you need a client to provide a Net Worth Statement before you provide financial services, then this digital template form is ideal for you.

What information is gathered by the form?

When filling out the form, the client is asked to provide information concerning all present assets, liabilities and financial details (bank accounts, investment funds, mortgages, etc.)

What else is included in the template?

The Net Worth Statement form includes a Disclosure and Release Statement, which authorizes the financial advisor to use the information for certain specific purposes.

Format and Use

This Personal Net Worth Statement template is available in MS Word format and can be used anywhere. It's downloadable and fully customizable so you can tailor it to your unique needs.

Document Type: Microsoft Word
Last Updated: 28-December-2025
SKU: 8328
$3.50
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