Net Worth Statement Infographic

A Net Worth is a reference point on one’s financial road map. This FreshPlan infographic highlights the components of a Net Worth Statement and outlines the benefits of having one.

“Before your clients can reach a financial goal, they need to know where they stand.”

Determining the difference between all the things of value that your client owns and all the debts that are owed helps to determine where to start financial planning.

Infographic Features

  • Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
  • Personalized for individual Advisors
  • Current and timely for client communications
  • One of many infographics included in FreshPlan software

Calculate. Educate. Plan.

Communicate complex concepts from all areas of financial planning with current, visual infographics.

FreshPlan combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.