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What is Net Worth?

The total value of your assets minus all your debts and obligations.

Net Worth
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What is Net Worth?

Net Worth = Assets - Liabilities. In other words: everything you have minus everything you owe. It’s the most important number in your personal finances — it shows your real wealth.

How to calculate?

Your Assets (what you have)

  • Money in account and investments
  • Real estate (market value)
  • Vehicles (market value)
  • Other valuable assets

Your Liabilities (what you owe)

  • Mortgage (outstanding balance)
  • Vehicle financing
  • Personal loans
  • Credit card (open bill)
  • Other debts

Example

AssetsValue
InvestmentsR$ 50.000
Real estateR$ 300.000
CarR$ 40.000
Total AssetsR$ 390.000
LiabilitiesValue
MortgageR$ 200.000
Car financingR$ 25.000
Total LiabilitiesR$ 225.000

Net Worth = R$ 390.000 - R$ 225.000 = R$ 165.000

Why track

  • Shows if you’re getting richer or poorer
  • Allows setting concrete goals (e.g. “I want R$ 1 million in net worth”)
  • Reveals if your debts are under control
  • Is more important than salary (high income with high debts = low net worth)

Net Worth goal by age (reference)

  • 30 years: 1x your annual salary
  • 40 years: 3x your annual salary
  • 50 years: 6x your annual salary
  • 60 years: 8x your annual salary
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