Free Net Worth & Retirement Assessment Tool

Knowing where you stand financially is the first step to changing your financial future. The old adage “that which is measured improves” applies powerfully to money: when you can see your full picture in one place, you can make better choices, faster. Our free Net Worth & Retirement Assessment tool located on the Helpful Resources page, brings together everything you own (assets) and everything you owe (liabilities) to estimate your current net worth. By working through the asset and debt tabs—you create a clear, honest snapshot of where you’re at today, instead of guessing or hoping.

From there, the assessment goes a step further by projecting your estimated retirement trajectory based on your age and annual income. Instead of wondering, “Am I on track?”, you can see how your current path lines up with your long‑term goals and adjust as needed. This is not a guarantee of any result, but it is a powerful guide: when you measure your net worth and your retirement outlook regularly, you can celebrate progress, catch problems early, and make confident decisions about saving, investing, and debt. For women who want true financial independence, knowing your numbers isn’t optional—it’s essential.