Toams Financial Net Worth Snapshot
Client Financial Profile
Progress saved
This quick form gathers what you own and what you owe, so we can calculate your net worth and help you grow it each quarter. Only fill in what applies to you — you'll see your net worth update as you go.
⏱ Takes a couple of minutes · progress saves automaticallyContact and household details. If you're married, an "Owner" choice opens on each item so you can assign it to you or your spouse.
Home address
Employment and every income source. Add a line for each one. (Income guides advice — it isn't added to net worth.)
Use the Owner field on each income line to mark it as yours or your spouse's.
Income sources
Your home and any other property. Values count as assets; balances owed count as liabilities.
Primary residence
Other properties
Add a line for each account. All balances count as assets.
Assign each account to you or your spouse with the Owner field.
Retirement accounts
Bank & cash accounts
Taxable investment accounts
Add as many as apply.
Business interests
Vehicles
Valuables
Life insurance (cash value)
Money owed to you
Add a line for each debt — e.g. one per credit card. Balances count as liabilities; monthly figures are for cash-flow.
Credit cards
Auto loans
Student loans
Personal loans / lines of credit
Business debt
Other debts
Monthly expenses
This is what lets us tailor advice on growing your net worth each quarter.
What should we help you improve?
Investment risk tolerance
Retirement & legacy
Quarterly check-in & notes
A live snapshot from everything above. This is what we'll track each quarter.
Net worth = total assets − total liabilities. Monthly payments, income, and expenses are captured for planning but aren't part of the total.