A Net Worth Statement is a key reference point on your financial road map, offering a clear snapshot of where you stand at a specific moment in time. This Net Worth Statement Infographic breaks down the components—assets, liabilities, and the resulting net worth—while outlining the practical benefits of having one. It’s a simple yet powerful tool that helps you understand your financial position and make more informed, confident decisions.

Before you can reach a financial goal, you need to know where you stand.

Practical and Engaging

A Net Worth Statement infographic is a practical, engaging tool that helps clients clearly see their financial picture at a glance. It takes something that might feel abstract or overwhelming—like the balance of assets and liabilities—and presents it in simple, relatable visual terms. By organizing key financial components into a clean, easy-to-understand format, this infographic sparks meaningful conversations around reducing debt, reallocating investments, or preparing for life’s next chapter.

For Financial Professionals

Sharing a Net Worth Statement infographic is a calm and insightful way to build trust and connection. It shows clients that you’re not just focused on the numbers—you’re focused on the bigger picture of their financial well-being. When people can see where they stand, they gain the confidence to take the next step. With the right guidance, that step becomes not just possible, but practical and empowering.

This infographic is included in FreshPlan software and is also available as a web-ready piece, and it works well with the Cash Flow infographic.

Communicate Complex Concepts
Financial Infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. When clients and prospects gain insights quickly, the content is more memorable.

Current & Shareable
Manage your client communications with current and timely vibrant infographics to share on social media, via email, in meetings or mailings.

Personalized
Infographics are personalized with the advisor name, contact information and company logo.